Premier Miton Multi-Asset Monthly Income B incomeRegister 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 | 8.29 | -3.38 | 11.72 | -1.74 | 11.18 | -7.10 | 4.59 | 3.85 |
+/- Category | 0.84 | 2.10 | -0.70 | -5.82 | 3.11 | 3.36 | -2.94 | -1.21 |
+/- Category Index | - | - | - | -7.03 | 3.18 | 2.16 | -4.68 | -2.50 |
% Rank in Category | 35 | 14 | 61 | 92 | 15 | 18 | 87 | 82 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.08 | -0.07 | -0.26 |
1 Week | 1.23 | 0.11 | -0.44 |
1 Month | 0.05 | 0.55 | -0.32 |
3 Months | 0.64 | 0.13 | -1.03 |
6 Months | 5.84 | 1.35 | 0.00 |
YTD | 3.20 | -0.96 | -3.03 |
1 Year | 8.38 | -0.82 | -3.63 |
3 Years Annualised | 0.48 | 0.00 | -1.78 |
5 Years Annualised | 2.95 | 0.01 | -1.15 |
10 Years Annualised | 3.96 | -0.06 | -1.54 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -0.03 | 1.36 | - | - |
2023 | -0.28 | -1.03 | 0.48 | 5.47 |
2022 | -1.48 | -4.19 | -5.79 | 4.48 |
2021 | 2.57 | 4.10 | 2.22 | 1.87 |
2020 | -20.34 | 11.49 | 0.50 | 10.08 |
2019 | 5.02 | 2.00 | 0.32 | 3.96 |
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