Royal London Sustainable Diversified Trust Class C AccRegister 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 | 13.19 | -2.56 | 22.17 | 13.38 | 11.84 | -16.45 | 13.21 | 5.00 |
+/- Category | 5.74 | 2.92 | 9.75 | 9.30 | 3.78 | -5.99 | 5.68 | 0.97 |
+/- Category Index | - | - | - | 8.09 | 3.85 | -7.19 | 3.94 | 0.05 |
% Rank in Category | 3 | 7 | 1 | 2 | 9 | 92 | 4 | 28 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.41 | 0.29 | 0.32 |
1 Week | 0.29 | -0.19 | -0.04 |
1 Month | 0.45 | -1.08 | -0.79 |
3 Months | 2.03 | -0.43 | -0.82 |
6 Months | 6.95 | 1.28 | 0.43 |
YTD | 5.17 | 0.42 | -0.67 |
1 Year | 13.72 | 2.41 | 1.15 |
3 Years Annualised | 1.84 | 0.73 | -0.74 |
5 Years Annualised | 5.71 | 2.77 | 1.72 |
10 Years Annualised | 7.84 | 3.80 | 2.27 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.32 | 0.66 | - | - |
2023 | 4.11 | 0.88 | 0.09 | 7.69 |
2022 | -7.28 | -11.55 | -3.60 | 5.67 |
2021 | -2.35 | 6.57 | 2.61 | 4.74 |
2020 | -7.43 | 13.84 | 3.21 | 4.24 |
2019 | 7.70 | 7.09 | 3.80 | 2.04 |
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