IFSL Wise Multi-Asset Growth B AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 19.61 | -4.31 | 14.47 | 11.82 | 16.42 | -5.30 | 5.25 | 8.41 |
+/- Category | 6.90 | 2.89 | -3.59 | 4.91 | 2.86 | 4.50 | -4.18 | 0.73 |
+/- Category Index | - | - | - | 5.83 | 0.11 | 0.54 | -7.17 | -1.95 |
% Rank in Category | 2 | 12 | 87 | 17 | 24 | 12 | 89 | 38 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.24 | 0.21 | -0.62 |
1 Week | 1.14 | -0.84 | -1.19 |
1 Month | -0.53 | 1.60 | 0.96 |
3 Months | 1.05 | 2.38 | 1.04 |
6 Months | 9.51 | 4.89 | 1.99 |
YTD | 6.30 | 0.59 | -2.32 |
1 Year | 11.84 | 0.96 | -3.10 |
3 Years Annualised | 2.85 | 0.70 | -3.19 |
5 Years Annualised | 8.05 | 2.51 | 0.21 |
10 Years Annualised | 8.22 | 1.56 | -0.67 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -0.24 | 5.01 | - | - |
2023 | -0.41 | -1.67 | 1.30 | 6.10 |
2022 | -2.87 | -6.72 | -3.82 | 8.67 |
2021 | 4.87 | 6.94 | 0.91 | 2.87 |
2020 | -23.51 | 19.11 | 3.98 | 18.04 |
2019 | 5.24 | 2.45 | 0.03 | 6.14 |
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