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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 137.6 106.4 101.9 112.1 106.0 99.0 100.3 103.8 106.0 121.1 177.0
Relative to "BEST UK BALANCED INDEX" +11.0 -1.0 -6.0 +1.0 +3.0 0.0 0.0 +1.0 +3.0 -2.0 +7.0
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Sector percentile ranking (1=best, 100=worst)   28 21 30

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

Statistical

Volatility 9% (over last 3 years)
Relative Volatility 1.51
Correlation to Benchmark 87%
Correlation to FTSE All Share Index 95%

 

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