7IM Real Return Fund D 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 | 4.63 | -2.55 | 5.76 | 2.23 | 1.45 | -2.02 | 2.86 | 0.97 |
+/- Category | -3.36 | 4.67 | -6.47 | -2.38 | -7.29 | 7.92 | -3.16 | -3.20 |
+/- Category Index | - | - | - | -3.06 | -6.55 | 7.24 | -6.40 | -3.98 |
% Rank in Category | 83 | 6 | 92 | 63 | 96 | 12 | 77 | 83 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.02 | -0.18 | 0.06 |
1 Week | 0.69 | 0.03 | 0.40 |
1 Month | 0.93 | -0.80 | 0.05 |
3 Months | 0.43 | -2.77 | -3.01 |
6 Months | 2.48 | -3.88 | -3.98 |
YTD | 2.01 | -3.52 | -3.75 |
1 Year | 5.57 | -4.80 | -6.62 |
3 Years Annualised | 1.16 | 0.05 | -1.52 |
5 Years Annualised | 1.71 | -1.54 | -2.20 |
10 Years Annualised | 3.34 | -0.28 | -2.22 |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.54 | -0.55 | - | - |
2023 | 0.60 | -1.41 | 0.88 | 2.81 |
2022 | -2.36 | -1.39 | -3.51 | 5.46 |
2021 | 0.00 | 1.01 | -0.45 | 0.88 |
2020 | -9.75 | 8.53 | 0.50 | 3.86 |
2019 | 1.08 | 1.98 | 0.91 | 1.69 |
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