7IM AAP Adventurous Fund D 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 | 12.00 | -8.90 | 13.40 | 4.69 | 12.30 | -5.78 | 3.31 | 3.41 |
+/- Category | -0.70 | -1.70 | -4.65 | -2.22 | -1.27 | 4.01 | -6.12 | -4.16 |
+/- Category Index | - | - | - | -1.30 | -4.02 | 0.06 | -9.11 | -5.94 |
% Rank in Category | 62 | 77 | 95 | 63 | 70 | 16 | 97 | 98 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.35 | 0.19 | 0.46 |
1 Week | 0.85 | 0.43 | 0.59 |
1 Month | 1.68 | -0.04 | 0.33 |
3 Months | 1.88 | -1.29 | -2.58 |
6 Months | 5.35 | -3.91 | -5.53 |
YTD | 4.40 | -3.79 | -5.73 |
1 Year | 8.19 | -6.77 | -10.05 |
3 Years Annualised | 1.76 | -1.90 | -5.55 |
5 Years Annualised | 3.77 | -2.13 | -4.13 |
10 Years Annualised | 5.01 | -2.02 | -4.12 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.02 | 0.38 | - | - |
2023 | 0.61 | -0.55 | -1.00 | 4.29 |
2022 | -2.37 | -7.16 | 1.00 | 2.93 |
2021 | 3.42 | 4.64 | 1.22 | 2.52 |
2020 | -16.75 | 14.52 | 1.03 | 8.68 |
2019 | 7.08 | 3.44 | 1.48 | 0.89 |
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