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Conservative 200 Qualifying

This screen uses the following criteria:

  • Risk Rating in (Conservative)
  • 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 1.6% 1.8% 2.0% 3.0% 0.3% 4.2% 3.3% 1.2%
1 month 1.8% 2.7% 2.5% 3.3% -1.8% -1.6% 4.8% -1.8%
3 months 4.0% 1.5% 3.9% 7.8% -1.7% 8.3% 8.7% 2.3%
6 months 7.8% 1.0% 4.9% 12.8% -0.1% 8.0% 8.4% 4.0%
1 year 7.5% 0.4% 8.2% 16.0% -3.9% 5.3% 21.0% -6.7%
2 years 7.0% 18.1% 15.3% 17.5% -0.5% 12.3% 30.5% -1.9%
Annualised 8.0% 10.1% 8.8% 9.9% 8.3% 10.2% 11.1%
 
Risks
Max Drawdown -9.7% -5.8% -8.0% -9.3% -8.2% -16.3% -10.3%
Avg Holdings 25 25 25 25 25 23.6 25
Diversification Good Good Good Good Good Good Good