Morningstar Fund Report

This tab provides detailed information about the fund’s returns over various time periods:

  • A chart displaying the growth of 1000 GBP invested in the fund when it was incepted compared to the relevant category return and the relevant index return.
  • Annual returns for the last 3 years
  • Trailing returns for various time periods (from 1-day to a maximum of 10-years)
  • Quarterly returns – for the last 5 years
  • Additional standardised return
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3 Banken Portfolio-Mix A

Growth Of 1000 (CZK) 30.04.2013
Fund:  3 Banken Portfolio-Mix A
Category:  EUR Moderate Allocation - Global
Index:  Cat 50%Barclays EurAgg TR&50%FTSE Wld TR
Growth of 1,000 CZK
Annual Returns30.04.2013
 200620072008200920102011201230.04
Total Return-3.41-4.16-17.899.07-1.01-0.266.676.64
+/- Category-4.09-1.581.97-3.43-1.554.20-0.18-0.04
+/- Index-2.32-1.90-1.05-7.62-6.74-2.18-4.75-2.69
% Rank in Category8771396764185555
Trailing Returns17.05.2013
   Total Returns   +/- Category   +/- Index
1 Day0.40   0.15-0.39
1 Week1.96   0.28-0.23
1 Month3.58   -0.74-1.96
3 Months6.86   -0.33-3.61
6 Months9.42   -1.04-4.88
YTD9.41   -0.74-4.05
1 Year13.46   -0.72-7.88
3 Years Annualised5.24   0.26-4.12
5 Years Annualised2.67   -0.70-4.67
10 Years Annualised1.26   -1.17-3.39
 
Quarterly Returns30.04.2013
 Quarter 1Quarter 2Quarter 3Quarter 4
20135.55---
20121.052.242.221.01
2011-2.35-1.600.393.39
2010-2.230.85-3.273.79
2009-0.48-1.463.367.59
2008-11.43-6.32-3.322.36
 
 
 
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