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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 116.3 116.4 99.1 114.1 108.4 99.0 101.9 102.2 108.4 122.5 166.0
Relative to "BEST UK BALANCED INDEX" +2.0 +2.0 -7.0 +6.0 +1.0 0.0 0.0 0.0 +1.0 -1.0 +3.0
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Sector percentile ranking (1=best, 100=worst)   25 15 25

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

Statistical

Volatility 9% (over last 3 years)
Relative Volatility 1.53
Correlation to Benchmark 88%
Correlation to FTSE All Share Index 95%

 

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