CCLA COIF Charities Ethical Investment 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 | 12.16 | 0.51 | 22.21 | 9.80 | 16.81 | -9.70 | 13.34 | 4.28 |
+/- Category | -0.55 | 7.71 | 4.16 | 2.89 | 3.24 | 0.09 | 3.91 | -3.28 |
+/- Category Index | - | - | - | 3.81 | 0.49 | -3.86 | 0.92 | -5.07 |
% Rank in Category | 57 | 3 | 10 | 26 | 19 | 53 | 11 | 93 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.43 | 0.27 | 0.54 |
1 Week | 0.31 | -0.11 | 0.05 |
1 Month | 1.07 | -0.65 | -0.29 |
3 Months | 2.62 | -0.55 | -1.84 |
6 Months | 5.75 | -3.52 | -5.13 |
YTD | 4.16 | -4.04 | -5.98 |
1 Year | 14.60 | -0.36 | -3.64 |
3 Years Annualised | 4.41 | 0.74 | -2.90 |
5 Years Annualised | 7.23 | 1.33 | -0.67 |
10 Years Annualised | 9.17 | 2.14 | 0.04 |
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 | 3.64 | 0.62 | - | - |
2023 | 3.71 | 1.09 | -0.55 | 8.71 |
2022 | -4.49 | -6.11 | 0.46 | 0.23 |
2021 | -0.02 | 7.95 | 1.70 | 6.42 |
2020 | -11.41 | 14.52 | 3.47 | 4.59 |
2019 | 6.30 | 8.72 | 2.79 | 2.87 |
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