Rathbone Multi-Asset Strategic Growth Portfolio S-Class IncomeRegister 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 | 9.32 | -3.97 | 15.24 | 6.95 | 11.86 | -9.71 | 9.29 | 3.17 |
+/- Category | -0.69 | 2.40 | -0.43 | 1.71 | 0.71 | 0.37 | 0.92 | -2.80 |
+/- Category Index | - | - | - | 2.44 | -0.41 | -2.44 | -1.38 | -3.87 |
% Rank in Category | 20 | 24 | 15 | 24 | 9 | 52 | 37 | 92 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.35 | 0.17 | 0.47 |
1 Week | 0.69 | 0.27 | 0.44 |
1 Month | 0.64 | -0.89 | -0.46 |
3 Months | 1.19 | -1.85 | -2.72 |
6 Months | 4.48 | -3.19 | -4.12 |
YTD | 3.32 | -3.34 | -4.51 |
1 Year | 8.29 | -4.59 | -6.77 |
3 Years Annualised | 2.29 | -0.38 | -2.75 |
5 Years Annualised | 4.58 | 0.03 | -1.15 |
10 Years Annualised | 6.08 | 0.30 | -1.03 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.61 | -0.42 | - | - |
2023 | 2.14 | 1.47 | -2.04 | 7.64 |
2022 | -3.86 | -8.19 | -2.25 | 4.65 |
2021 | 1.11 | 4.97 | 1.41 | 3.93 |
2020 | -11.54 | 10.25 | 2.82 | 6.66 |
2019 | 7.64 | 3.28 | 1.56 | 2.07 |
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