7IM Sustainable Balance Fund C AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 6.12 | -3.25 | 12.83 | 8.29 | 5.55 | -11.72 | 4.92 | 5.43 |
+/- Category | -1.33 | 2.23 | 0.41 | 4.21 | -2.52 | -1.26 | -2.61 | -0.44 |
+/- Category Index | - | - | - | 3.00 | -2.45 | -2.46 | -4.34 | -1.55 |
% Rank in Category | 73 | 11 | 42 | 16 | 84 | 70 | 84 | 59 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.06 | -0.10 | 0.01 |
1 Week | 1.30 | 0.21 | 0.37 |
1 Month | 1.01 | 0.27 | 0.56 |
3 Months | 3.39 | 0.83 | 1.14 |
6 Months | 4.92 | 0.36 | -0.50 |
YTD | 6.14 | 0.07 | -1.06 |
1 Year | 11.03 | 0.49 | -0.71 |
3 Years Annualised | -0.50 | -1.60 | -3.16 |
5 Years Annualised | 2.60 | -0.53 | -1.46 |
10 Years Annualised | 4.32 | 0.33 | -1.11 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.24 | 0.78 | - | - |
2023 | 1.35 | -0.42 | -2.79 | 6.95 |
2022 | -4.33 | -7.27 | -3.91 | 3.57 |
2021 | 0.01 | 3.17 | 1.13 | 1.15 |
2020 | -8.29 | 10.54 | 1.30 | 5.45 |
2019 | 5.11 | 3.82 | 2.64 | 0.74 |
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