Rathbone Multi-Asset Strategic Growth Portfolio S-Class AccumulationRegister 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 | -3.99 | 15.25 | 6.94 | 11.86 | -9.72 | 9.31 | 3.17 |
+/- Category | -0.69 | 2.38 | -0.42 | 1.70 | 0.71 | 0.36 | 0.95 | -2.80 |
+/- Category Index | - | - | - | 2.43 | -0.41 | -2.45 | -1.35 | -3.87 |
% Rank in Category | 20 | 24 | 14 | 24 | 9 | 53 | 36 | 92 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.34 | 0.32 | 0.46 |
1 Week | 0.69 | 0.39 | 0.43 |
1 Month | 1.21 | -0.38 | 0.10 |
3 Months | 1.77 | -0.72 | -2.14 |
6 Months | 5.07 | -2.44 | -3.53 |
YTD | 3.90 | -2.56 | -3.93 |
1 Year | 8.91 | -4.78 | -6.15 |
3 Years Annualised | 2.48 | -0.10 | -2.56 |
5 Years Annualised | 4.70 | 0.21 | -1.04 |
10 Years Annualised | 6.12 | 0.36 | -0.99 |
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 | 3.60 | -0.42 | - | - |
2023 | 2.14 | 1.48 | -2.03 | 7.65 |
2022 | -3.87 | -8.19 | -2.25 | 4.65 |
2021 | 1.12 | 4.97 | 1.41 | 3.92 |
2020 | -11.54 | 10.24 | 2.82 | 6.66 |
2019 | 7.64 | 3.28 | 1.57 | 2.07 |
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