VT Momentum Diversified Cautious 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 | 3.52 | -4.32 | 5.51 | 2.94 | 4.80 | -8.03 | 6.50 | 0.76 |
+/- Category | -1.34 | -0.44 | -3.57 | -0.89 | 1.35 | 2.25 | 0.22 | -1.79 |
+/- Category Index | - | - | - | -2.23 | 1.10 | 3.04 | -1.23 | -2.01 |
% Rank in Category | 73 | 61 | 93 | 70 | 34 | 21 | 48 | 93 |
Trailing Returns (GBP) | 04/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.40 | 0.10 | 0.04 |
1 Week | 0.37 | 0.32 | 0.41 |
1 Month | 0.00 | -0.63 | -0.85 |
3 Months | 1.74 | 0.68 | 0.22 |
6 Months | 1.89 | -1.27 | -1.67 |
YTD | 1.03 | -1.35 | -1.93 |
1 Year | 8.17 | 0.65 | -0.07 |
3 Years Annualised | 0.39 | 0.79 | 0.29 |
5 Years Annualised | 1.45 | 0.21 | -0.22 |
10 Years Annualised | 2.24 | -0.45 | -1.40 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -0.52 | 1.28 | - | - |
2023 | 0.32 | -1.31 | 0.24 | 7.32 |
2022 | -2.14 | -4.06 | -4.41 | 2.47 |
2021 | -1.52 | 3.94 | 0.61 | 1.75 |
2020 | -11.20 | 8.63 | 2.13 | 4.48 |
2019 | 2.38 | 1.30 | 0.78 | 0.95 |
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