7IM Real Return Fund C 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 | 3.92 | -2.87 | 5.47 | 1.95 | 1.16 | -2.29 | 2.57 | 2.93 |
+/- Category | -4.07 | 4.35 | -6.76 | -2.66 | -7.58 | 7.65 | -3.45 | -2.04 |
+/- Category Index | - | - | - | -3.34 | -6.84 | 6.97 | -6.70 | -3.43 |
% Rank in Category | 87 | 9 | 93 | 65 | 97 | 13 | 78 | 81 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.23 | 0.10 | -0.38 |
1 Week | 0.69 | -0.55 | -0.71 |
1 Month | 0.95 | 2.10 | 0.92 |
3 Months | 1.20 | 1.05 | -0.26 |
6 Months | 3.49 | -0.90 | -2.70 |
YTD | 2.84 | -1.21 | -3.03 |
1 Year | 6.32 | -2.29 | -5.36 |
3 Years Annualised | 1.03 | 0.71 | -1.11 |
5 Years Annualised | 1.65 | -1.39 | -2.23 |
10 Years Annualised | 2.98 | -0.38 | -2.51 |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.47 | -0.62 | - | - |
2023 | 0.52 | -1.48 | 0.79 | 2.76 |
2022 | -2.42 | -1.46 | -3.57 | 5.39 |
2021 | -0.08 | 0.94 | -0.51 | 0.80 |
2020 | -9.81 | 8.44 | 0.44 | 3.78 |
2019 | 1.01 | 1.91 | 0.83 | 1.62 |
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