7IM AAP Balanced 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 | 5.72 | -6.65 | 9.09 | 5.23 | 6.36 | -7.63 | 3.59 | 2.61 |
+/- Category | -1.73 | -1.17 | -3.33 | 1.15 | -1.71 | 2.82 | -3.94 | -1.42 |
+/- Category Index | - | - | - | -0.06 | -1.64 | 1.62 | -5.68 | -2.34 |
% Rank in Category | 79 | 74 | 89 | 38 | 74 | 22 | 94 | 81 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.30 | 0.19 | 0.22 |
1 Week | 0.73 | 0.25 | 0.40 |
1 Month | 1.28 | -0.24 | 0.04 |
3 Months | 1.94 | -0.53 | -0.91 |
6 Months | 4.54 | -1.13 | -1.98 |
YTD | 3.55 | -1.20 | -2.29 |
1 Year | 8.01 | -3.31 | -4.56 |
3 Years Annualised | 0.21 | -0.90 | -2.37 |
5 Years Annualised | 2.20 | -0.74 | -1.80 |
10 Years Annualised | 3.08 | -0.96 | -2.49 |
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 | 2.37 | 0.24 | - | - |
2023 | -0.10 | -0.50 | -0.70 | 4.95 |
2022 | -2.78 | -6.25 | -1.27 | 2.65 |
2021 | 1.06 | 3.51 | 0.35 | 1.33 |
2020 | -10.56 | 10.29 | 0.47 | 6.18 |
2019 | 5.03 | 2.33 | 1.45 | 0.04 |
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