7IM AAP Balanced Fund C AccRegister 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 | 6.50 | -5.97 | 9.90 | 5.97 | 7.16 | -6.97 | 4.39 | 2.96 |
+/- Category | -0.94 | -0.48 | -2.52 | 1.89 | -0.91 | 3.49 | -3.14 | -1.07 |
+/- Category Index | - | - | - | 0.68 | -0.84 | 2.29 | -4.87 | -1.99 |
% Rank in Category | 64 | 64 | 83 | 32 | 62 | 17 | 89 | 76 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.30 | 0.15 | 0.38 |
1 Week | 0.74 | 0.22 | 0.45 |
1 Month | 1.34 | -0.09 | 0.46 |
3 Months | 2.13 | -0.75 | -1.31 |
6 Months | 4.89 | -0.85 | -1.57 |
YTD | 3.93 | -0.92 | -1.83 |
1 Year | 8.78 | -1.65 | -3.40 |
3 Years Annualised | 0.94 | -0.19 | -1.74 |
5 Years Annualised | 2.95 | -0.02 | -0.96 |
10 Years Annualised | 3.83 | -0.22 | -1.73 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.52 | 0.43 | - | - |
2023 | 0.11 | -0.32 | -0.53 | 5.17 |
2022 | -2.61 | -6.07 | -1.10 | 2.83 |
2021 | 1.31 | 3.65 | 0.53 | 1.51 |
2020 | -10.43 | 10.49 | 0.63 | 6.39 |
2019 | 5.19 | 2.52 | 1.65 | 0.25 |
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