Australia markets close in 4 hours 50 minutes

Stonehage Flmg GlbBest IdeasEq C GBP Inc (0P00014DT3.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
32,717.20-209.40 (-0.64%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.87%
5-year average return8.71%
Number of years up8
Number of years down2
Best 1-yr total return (21 June 2024)25.01%
Worst 1-yr total return (21 June 2024)N/A
Best 3-yr total return25.01%
Worst 3-yr total return4.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00014DT3.LCategory
YTD3.49%0.00%
1-month0.75%0.00%
3-month-2.59%0.00%
1-year9.16%0.00%
3-year4.47%0.00%
5-year9.15%0.00%
10-year12.07%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00014DT3.LCategory
2024
N/AN/A
2023
15.00%N/A
2022
-18.51%N/A
2021
20.09%N/A
2020
21.90%N/A
2019
25.01%N/A
2018
-1.06%N/A
2017
18.13%N/A
2016
15.70%N/A
2015
16.19%N/A
2014
12.64%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.96%N/AN/AN/A
20237.66%3.44%-2.96%6.41%
2022-9.78%-9.22%-1.12%0.62%
2021-0.87%10.82%1.52%7.68%
2020-7.82%21.40%4.69%4.04%
201911.68%8.59%4.50%-1.36%
2018-4.29%8.55%4.29%-8.69%
20175.80%4.00%-0.17%7.54%
20162.70%6.73%7.01%-1.35%
201510.56%-4.41%-0.10%10.06%
2014-1.46%0.81%2.55%10.57%
20134.19%N/AN/AN/A

Rank in category (by total return)

YTD84
1-month71
3-month91
1-year89
3-year53
5-year57

Load adjusted returns

1-year9.16%
3-year4.47%
5-year9.15%
10-year12.07%