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SEI GAF Balanced GBP Investor Inc (0P0000ZRHE.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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1,570.000.00 (0.00%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.05%
5-year average return4.75%
Number of years up8
Number of years down2
Best 1-yr total return (28 Jun 2024)19.67%
Worst 1-yr total return (28 Jun 2024)N/A
Best 3-yr total return19.67%
Worst 3-yr total return2.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000ZRHE.LCategory
YTD5.24%0.00%
1-month2.16%0.00%
3-month2.64%0.00%
1-year13.68%0.00%
3-year3.65%0.00%
5-year5.28%0.00%
10-year5.86%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000ZRHE.LCategory
2024
N/AN/A
2023
7.93%N/A
2022
-6.69%N/A
2021
12.47%N/A
2020
1.81%N/A
2019
13.83%N/A
2018
-7.07%N/A
2017
9.19%N/A
2016
19.67%N/A
2015
1.98%N/A
2014
5.80%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.49%N/AN/AN/A
20232.14%-0.23%0.65%5.22%
2022-2.04%-5.83%-2.56%3.80%
20213.58%4.53%0.54%3.33%
2020-15.75%11.91%0.62%7.32%
20196.75%3.39%2.32%0.80%
2018-3.24%3.48%0.84%-7.96%
20173.66%-0.04%2.03%3.29%
20162.35%5.39%6.95%3.73%
20155.40%-2.65%-4.13%3.67%
20140.72%1.28%0.63%3.08%
20134.02%N/AN/AN/A

Rank in category (by total return)

YTD28
1-month7
3-month58
1-year13
3-year31
5-year43

Load adjusted returns

1-year10.27%
3-year2.60%
5-year4.64%
10-year5.54%