CT MM Navigator Balanced Fund A IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 11.55 | -9.65 | 14.28 | 0.89 | 9.27 | -9.51 | 6.86 | 3.90 |
+/- Category | 1.55 | -3.28 | -1.39 | -4.36 | -1.87 | 0.57 | -1.50 | -2.07 |
+/- Category Index | - | - | - | -3.63 | -2.99 | -2.25 | -3.80 | -3.15 |
% Rank in Category | 26 | 91 | 69 | 82 | 76 | 51 | 72 | 87 |
Trailing Returns (GBP) | 14/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.06 | 0.04 | 0.18 |
1 Week | -0.71 | -1.01 | -0.96 |
1 Month | -1.02 | -2.61 | -2.12 |
3 Months | 1.91 | -0.58 | -2.00 |
6 Months | 6.80 | -0.71 | -1.80 |
YTD | 3.90 | -2.56 | -3.93 |
1 Year | 8.22 | -5.47 | -6.84 |
3 Years Annualised | 0.69 | -1.89 | -4.34 |
5 Years Annualised | 3.23 | -1.26 | -2.50 |
10 Years Annualised | 4.32 | -1.45 | -2.79 |
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 | 3.56 | 0.32 | - | - |
2023 | 2.59 | -0.69 | -0.33 | 5.23 |
2022 | -4.63 | -6.11 | -1.97 | 3.09 |
2021 | 2.73 | 5.07 | 1.04 | 0.19 |
2020 | -19.69 | 12.44 | 1.60 | 9.97 |
2019 | 5.38 | 3.09 | 2.10 | 3.03 |
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