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Smith & Williamson Santos Investment GBP (0P0000NH3Z.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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As of 09:00PM BST. Market open.
Performance overview
Morningstar return ratingN/A1
Year-to-date return2.66%
5-year average return4.82%
Number of years up9
Number of years down3
Best 1-yr total return (25 Jan 2023)20.73%
Worst 1-yr total return (25 Jan 2023)N/A
Best 3-yr total return20.73%
Worst 3-yr total return3.39%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return0P0000NH3Z.LCategory
YTD2.66%0.00%
1-month3.04%0.00%
3-month4.38%0.00%
1-year-4.37%0.00%
3-year3.61%0.00%
5-year4.82%0.00%
10-year6.78%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%
Annual total return (%) history
Year0P0000NH3Z.LCategory
2022N/AN/A
2017N/AN/A
2016N/AN/A
2015N/AN/A
2014N/AN/A
2013N/AN/A
2012N/AN/A
2011N/AN/A
Past quarterly returns (%)
YearQ1Q2Q3Q4
2022-7.86%-0.80%1.21%N/A
20174.03%N/AN/AN/A
20160.88%3.35%7.36%1.19%
20154.67%-1.71%-2.88%4.21%
20140.92%2.30%2.08%2.87%
20136.63%-2.46%2.19%3.49%
20123.55%-0.19%4.39%11.90%
2011-0.95%2.09%-8.03%2.28%
Rank in category (by total return)
YTD60
1-month88
3-month83
1-year60
3-year22
5-year18
Load adjusted returns
1-year-14.82%
3-year1.63%
5-year3.23%
10-year6.25%
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