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 108.4 96.8 113.7 112.5 106.4 99.0 100.5 102.4 106.4 136.0 143.0
Relative to "BEST UK BALANCED INDEX" -2.0 -5.0 +1.0 +5.0 0.0 +1.0 -1.0 -1.0 0.0 +5.0 -1.0
Add comparison
                     
Sector percentile ranking (1=best, 100=worst)   21 18 28

Table based on bid-to-bid data to September 30, 2014 with net dividends reinvested. Source: Lipper

Statistical

Volatility 8% (over last 3 years)
Relative Volatility 1.35
Correlation to Benchmark 86%
Correlation to FTSE All Share Index 94%

 

Version: unknown