VT Momentum Diversified Balanced Fund A AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | |
Price Return | 5.98 | -4.48 | 8.16 | -0.64 | 8.90 | -9.41 | 6.22 | 5.44 |
+/- Category | -1.47 | 1.00 | -4.25 | -4.72 | 0.83 | 1.04 | -1.31 | -1.28 |
+/- Category Index | - | - | - | -5.93 | 0.90 | -0.16 | -3.04 | -1.75 |
% Rank in Category | 75 | 35 | 93 | 87 | 39 | 41 | 69 | 77 |
Trailing Returns (GBP) | 25/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.28 | -0.21 | -0.12 |
1 Week | -0.44 | 0.28 | 0.45 |
1 Month | 0.55 | 0.27 | 0.00 |
3 Months | 1.92 | -0.71 | -0.82 |
6 Months | 4.71 | -0.37 | -0.72 |
YTD | 5.52 | -1.01 | -2.03 |
1 Year | 14.83 | 0.03 | -0.81 |
3 Years Annualised | 1.24 | -0.20 | -1.56 |
5 Years Annualised | 2.36 | -0.97 | -1.87 |
10 Years Annualised | 3.63 | -0.62 | -1.99 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.89 | 1.88 | 2.59 | - |
2023 | -0.14 | -0.94 | 0.72 | 6.60 |
2022 | -2.85 | -5.27 | -3.89 | 2.40 |
2021 | 0.23 | 5.24 | 0.97 | 2.25 |
2020 | -17.21 | 9.99 | 2.15 | 6.82 |
2019 | 3.38 | 2.09 | 0.92 | 1.55 |
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