7IM AAP Balanced Fund C 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 | 6.50 | -5.97 | 9.89 | 5.98 | 7.11 | -6.97 | 4.33 | 2.98 |
+/- Category | -0.95 | -0.49 | -2.52 | 1.90 | -0.95 | 3.49 | -3.20 | -1.05 |
+/- Category Index | - | - | - | 0.69 | -0.88 | 2.29 | -4.93 | -1.97 |
% Rank in Category | 65 | 64 | 83 | 32 | 63 | 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 | 2.12 | -0.75 | -1.32 |
6 Months | 4.91 | -0.83 | -1.55 |
YTD | 3.95 | -0.90 | -1.81 |
1 Year | 8.79 | -1.64 | -3.39 |
3 Years Annualised | 0.93 | -0.20 | -1.75 |
5 Years Annualised | 2.94 | -0.04 | -0.97 |
10 Years Annualised | 3.82 | -0.23 | -1.74 |
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 | 2.55 | 0.42 | - | - |
2023 | 0.08 | -0.32 | -0.52 | 5.14 |
2022 | -2.62 | -6.08 | -1.09 | 2.83 |
2021 | 1.26 | 3.64 | 0.54 | 1.51 |
2020 | -10.42 | 10.47 | 0.66 | 6.39 |
2019 | 5.20 | 2.52 | 1.64 | 0.25 |
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