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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 0.3% -1.4% -2.4% 1.1% -0.4% -2.8% 0.5% -0.4%
1 month -0.4% -0.8% -0.5% 4.3% -0.3% -3.9% 6.1% 2.8%
3 months -1.8% -0.5% -2.3% 4.2% -2.7% -3.3% 4.3% 1.6%
6 months -13.0% 5.6% -10.2% -6.9% -11.4% -13.7% -1.8% -5.3%
1 year -10.9% 5.8% -4.8% -6.8% -12.4% -17.5% 5.8% -1.6%
2 years -5.6% 24.2% 6.0% -3.5% -1.0% 1.9% 19.4% -1.5%
Annualised 5.4% 13.3% 5.7% 4.2% 8.3% 10.0% 8.5%
 
Risks
Max Drawdown -19.9% -6.9% -14.0% -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