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Balanced 200 Qualifying

This screen uses the following criteria:

  • Risk Rating in (Balanced)
  • Mkt Cap £m > 10
  • Economic Sector not in (Financials)
  • Is Primary Listing == 1

Results are sorted by:

  • 1y Volatility % in descending order


And limited to the first 200 Results


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Performance Tracking


Returns FTSE 100
1 week -1.3% 0.9% 1.5% 1.3% -0.3% -2.1% 1.2% 0.8%
1 month -0.6% 2.6% 3.5% 3.2% 2.9% 1.1% 2.4% 1.1%
3 months 2.6% 2.3% 9.5% 6.6% 5.4% 2.9% 8.1% 1.2%
6 months 6.0% 1.1% 5.8% 17.5% 7.3% 0.1% 17.9% 10.2%
1 year -13.1% 4.3% -4.2% -4.6% -7.8% -4.9% 5.5% -2.0%
2 years -10.2% 18.0% 8.8% 2.1% -4.5% 0.6% 23.9% -0.5%
Annualised 5.5% 12.3% 6.7% 5.2% 8.8% 11.9% 9.3%
 
Risks
Max Drawdown -19.9% -6.9% -14.7% -23.7% -16.5% -28.5% -20.5%
Avg Holdings 25 25 25 25 25 25 25
Diversification Good Good Good Good Good Good Good