Aegon Sustainable Diversified Growth Fund GBP B AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 11.41 | -8.14 | 13.18 | 10.49 | 6.73 | -15.20 | -1.70 | 6.30 |
+/- Category | 1.41 | -1.77 | -2.49 | 5.25 | -4.41 | -5.12 | -10.07 | -0.20 |
+/- Category Index | - | - | - | 5.98 | -5.53 | -7.94 | -12.37 | -2.01 |
% Rank in Category | 20 | 68 | 39 | 16 | 67 | 89 | 100 | 57 |
Trailing Returns (GBP) | 28/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.03 | 0.05 | 0.13 |
1 Week | 0.43 | 0.67 | 0.61 |
1 Month | 1.24 | -0.36 | 0.33 |
3 Months | 3.24 | 1.77 | 1.38 |
6 Months | 6.64 | 1.41 | 0.63 |
YTD | 6.31 | -0.43 | -1.84 |
1 Year | 11.72 | -1.84 | -3.51 |
3 Years Annualised | -3.67 | -5.70 | -7.95 |
5 Years Annualised | 2.05 | -2.83 | -4.14 |
10 Years Annualised | 2.91 | -2.60 | -3.90 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.58 | 2.21 | - | - |
2023 | 0.07 | -3.41 | -3.87 | 5.80 |
2022 | -3.83 | -11.21 | -3.58 | 3.00 |
2021 | -0.96 | 3.57 | 0.45 | 3.59 |
2020 | -10.97 | 10.13 | 3.46 | 8.92 |
2019 | 6.04 | 2.04 | 0.12 | 4.47 |
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