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CLERICAL MEDICAL BALANCED LF - Fund performance

No Bestinvest rating


 

Discrete years

Cumulative

  09/10 10/11 11/12 12/13 13/14 1 mth 3 mths 6 mths 1 yr 3 yrs 5 yrs
Absolute 107.0 105.1 109.7 112.6 108.3 101.0 101.1 102.7 108.3 124.0 150.0
Relative to "BEST UK BALANCED INDEX" -9.0 +9.0 -4.0 -2.0 -1.0 +1.0 -4.0 -5.0
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Sector percentile ranking (1=best, 100=worst)   19 18 28

Table based on bid-to-bid data to July 31, 2014 with net dividends reinvested. Source: Lipper

Statistical

Volatility 8% (over last 3 years)
Relative Volatility 0.00
Correlation to Benchmark 88%
Correlation to FTSE All Share Index 95%

 

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