IFSL Marlborough Balanced P AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 11.24 | -7.56 | 17.82 | 3.79 | 12.11 | -9.99 | 8.30 | 7.35 |
+/- Category | 1.24 | -1.20 | 2.15 | -1.45 | 0.96 | 0.09 | -0.07 | 0.20 |
+/- Category Index | - | - | - | -0.73 | -0.16 | -2.72 | -2.37 | -1.46 |
% Rank in Category | 30 | 71 | 23 | 62 | 40 | 56 | 52 | 45 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.10 | -0.18 | -0.16 |
1 Week | 0.23 | -0.12 | -0.51 |
1 Month | 0.84 | -0.03 | -0.12 |
3 Months | 1.16 | -0.67 | -0.70 |
6 Months | 3.02 | -0.69 | -0.98 |
YTD | 7.85 | 0.16 | -1.33 |
1 Year | 13.18 | -0.32 | -2.03 |
3 Years Annualised | 2.27 | -0.21 | -2.67 |
5 Years Annualised | 4.71 | 0.04 | -1.14 |
10 Years Annualised | 6.15 | 0.46 | -0.90 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.00 | 1.63 | - | - |
2023 | 1.85 | 0.95 | -0.06 | 5.39 |
2022 | -4.82 | -5.91 | -1.41 | 1.95 |
2021 | 3.04 | 5.06 | 1.32 | 2.21 |
2020 | -15.79 | 13.77 | 2.15 | 6.06 |
2019 | 5.83 | 6.05 | 2.01 | 2.91 |
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