020 7189 9999 Mon - Fri: 7.45am - 6pm (Thurs 8pm)
Sat: 9.30am - 1.30pm
Request a call back
Fund search

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 110.9 102.4 106.9 115.4 102.9 100.0 100.2 101.3 102.9 126.8 144.0
Relative to "BEST UK BALANCED INDEX" -1.0 -3.0 -1.0 +5.0 -1.0 0.0 -1.0 0.0 -1.0 +3.0 -2.0
Add comparison
                     
Sector percentile ranking (1=best, 100=worst)   20 22 25

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

Statistical

Volatility 7% (over last 3 years)
Relative Volatility 1.29
Correlation to Benchmark 82%
Correlation to FTSE All Share Index 93%

 

Version: unknown