BlackRock Balanced Growth Portfolio D IncRegister 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 | 11.57 | -5.21 | 17.92 | 12.02 | 14.78 | -9.92 | 8.56 | 7.37 |
+/- Category | 1.56 | 1.16 | 2.25 | 6.77 | 3.64 | 0.16 | 0.20 | 0.87 |
+/- Category Index | - | - | - | 7.50 | 2.51 | -2.66 | -2.10 | -0.94 |
% Rank in Category | 26 | 31 | 22 | 10 | 13 | 55 | 47 | 31 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.98 | 0.93 | 0.60 |
1 Week | 1.88 | 0.29 | -0.14 |
1 Month | -1.44 | -0.20 | -1.13 |
3 Months | 0.04 | 0.52 | -0.87 |
6 Months | 6.33 | 1.59 | -0.19 |
YTD | 6.80 | 1.67 | -0.82 |
1 Year | 13.01 | 2.75 | -0.55 |
3 Years Annualised | 2.47 | 0.88 | -1.79 |
5 Years Annualised | 6.47 | 2.04 | 0.43 |
10 Years Annualised | 7.21 | 1.61 | 0.23 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.91 | 2.88 | - | - |
2023 | 2.00 | 1.12 | -1.00 | 6.31 |
2022 | -4.29 | -8.04 | 0.75 | 1.58 |
2021 | 3.03 | 5.26 | 2.23 | 3.53 |
2020 | -11.38 | 14.92 | 2.17 | 7.65 |
2019 | 6.62 | 6.19 | 2.03 | 2.06 |
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