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Category GBP Allocation 40-60% Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

201.80p

arrow-down-1.10p (-0.54%)

Fund Code

CLCPA

B8B9ZS4

GB00B8B9ZS46

Prices updated as at 17 Dec 2024
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Prices in GBX

Investment objective
The investment objective of the Fund is to deliver some capital growth with some income over the medium term (i.e. more than 5 years). The Fund will hold at least 80% of its portfolio in a mixture of equities and fixed interest securities, achieving this exposure primarily through direct investment.

Annual performance (%)

YearThis fundGBP Allocation 40-60% Equity
30 Sep 13 - 30 Sep 146.145.72
30 Sep 14 - 30 Sep 152.100.59
30 Sep 15 - 30 Sep 168.2212.07
30 Sep 16 - 30 Sep 176.946.53
30 Sep 17 - 30 Sep 184.722.76
30 Sep 18 - 30 Sep 195.963.88
30 Sep 19 - 30 Sep 200.39-0.82
30 Sep 20 - 30 Sep 217.9712.48
30 Sep 21 - 30 Sep 22-11.76-11.22
30 Sep 22 - 30 Sep 231.334.58
30 Sep 23 - 30 Sep 2411.6712.91

Trailing returns (%)

YearThis fundGBP Allocation 40-60% Equity
1 Day-0.54-0.39
1 Month0.100.92
3 Months2.181.10
6 Months4.293.88
1 Year9.918.76
3 Years annualised-1.34
5 Years annualised2.083.13
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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