7IM AAP Balanced Fund A 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 | 6.07 | -6.35 | 9.46 | 5.55 | 6.73 | -7.34 | 3.97 | 2.74 |
+/- Category | -1.38 | -0.87 | -2.95 | 1.47 | -1.33 | 3.11 | -3.56 | -1.29 |
+/- Category Index | - | - | - | 0.26 | -1.26 | 1.91 | -5.30 | -2.21 |
% Rank in Category | 73 | 70 | 86 | 36 | 68 | 20 | 92 | 79 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.30 | 0.15 | 0.37 |
1 Week | 0.73 | 0.21 | 0.44 |
1 Month | 1.30 | -0.12 | 0.42 |
3 Months | 2.01 | -0.86 | -1.42 |
6 Months | 4.68 | -1.06 | -1.79 |
YTD | 3.69 | -1.16 | -2.07 |
1 Year | 8.33 | -2.10 | -3.85 |
3 Years Annualised | 0.53 | -0.60 | -2.15 |
5 Years Annualised | 2.54 | -0.44 | -1.37 |
10 Years Annualised | 3.41 | -0.64 | -2.15 |
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 | 2.42 | 0.32 | - | - |
2023 | 0.00 | -0.41 | -0.63 | 5.06 |
2022 | -2.71 | -6.16 | -1.20 | 2.73 |
2021 | 1.20 | 3.57 | 0.42 | 1.41 |
2020 | -10.50 | 10.38 | 0.54 | 6.28 |
2019 | 5.11 | 2.41 | 1.54 | 0.14 |
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