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Omnis Managed Balanced B Acc (0P0000K7C5.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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352.85+1.74 (+0.50%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.74%
5-year average return4.67%
Number of years up11
Number of years down3
Best 1-yr total return (17 May 2024)20.83%
Worst 1-yr total return (17 May 2024)N/A
Best 3-yr total return20.83%
Worst 3-yr total return-0.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000K7C5.LCategory
YTD2.32%0.00%
1-month-0.91%0.00%
3-month2.88%0.00%
1-year7.04%0.00%
3-year-0.35%0.00%
5-year3.77%0.00%
10-year5.84%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000K7C5.LCategory
2024
N/AN/A
2023
9.35%N/A
2022
-13.53%N/A
2021
6.07%N/A
2020
8.65%N/A
2019
20.83%N/A
2018
-7.41%N/A
2017
12.00%N/A
2016
14.35%N/A
2015
5.02%N/A
2014
6.04%N/A
2013
15.96%N/A
2012
12.88%N/A
2011
-4.84%N/A
2010
15.71%N/A
2009
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.26%N/AN/AN/A
20234.29%-0.73%-1.20%6.90%
2022-5.74%-7.66%-3.58%3.03%
20210.41%4.82%-0.29%1.08%
2020-16.09%15.43%2.39%9.57%
20197.60%5.45%3.47%2.91%
2018-4.62%5.26%0.95%-8.65%
20175.10%2.16%0.20%4.10%
20161.27%2.40%9.11%1.05%
20156.28%-2.72%-4.97%6.89%
20140.36%1.81%0.60%3.16%
20138.55%-1.20%4.15%3.81%
20127.87%-4.40%5.78%3.47%
20110.51%1.26%-9.98%3.87%
20106.60%-7.60%8.64%8.14%
20096.74%16.66%3.32%N/A

Rank in category (by total return)

YTD81
1-month56
3-month69
1-year77
3-year89
5-year67

Load adjusted returns

1-year7.04%
3-year-0.35%
5-year3.77%
10-year5.84%