Courtiers Total Return Balanced Risk AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
|
Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 8.31 | -3.57 | 16.52 | 6.93 | 14.48 | -5.75 | 4.70 | 4.23 |
+/- Category | -1.69 | 2.79 | 0.85 | 1.69 | 3.34 | 4.33 | -3.67 | -1.74 |
+/- Category Index | - | - | - | 2.42 | 2.21 | 1.52 | -5.97 | -2.82 |
% Rank in Category | 77 | 14 | 37 | 34 | 15 | 12 | 91 | 84 |
Trailing Returns (GBP) | 12/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.16 | -0.02 | 0.28 |
1 Week | 0.94 | 0.52 | 0.69 |
1 Month | 1.78 | 0.25 | 0.68 |
3 Months | 4.10 | 1.06 | 0.20 |
6 Months | 7.56 | -0.11 | -1.04 |
YTD | 6.17 | -0.49 | -1.66 |
1 Year | 12.02 | -0.85 | -3.04 |
3 Years Annualised | 2.55 | -0.12 | -2.49 |
5 Years Annualised | 6.41 | 1.85 | 0.67 |
10 Years Annualised | 7.19 | 1.41 | 0.08 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.45 | 0.75 | - | - |
2023 | 1.67 | -2.09 | -0.77 | 5.99 |
2022 | -0.09 | -6.99 | -4.31 | 5.99 |
2021 | 6.73 | 3.79 | -0.40 | 3.76 |
2020 | -16.16 | 12.75 | 0.06 | 13.07 |
2019 | 6.14 | 2.18 | 1.46 | 5.91 |
|
Advertisement |