Royal London Sustainable Managed Growth 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 | 8.32 | -1.05 | 12.99 | 10.56 | 4.69 | -17.43 | 11.57 | 3.05 |
+/- Category | 3.46 | 2.83 | 3.91 | 6.72 | 1.24 | -7.15 | 5.28 | 0.50 |
+/- Category Index | - | - | - | 5.39 | 0.99 | -6.36 | 3.83 | 0.28 |
% Rank in Category | 6 | 5 | 6 | 2 | 35 | 98 | 1 | 32 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.28 | 0.15 | 0.32 |
1 Week | 0.23 | -0.23 | -0.07 |
1 Month | 0.57 | -0.48 | -0.08 |
3 Months | 2.14 | -0.21 | -0.80 |
6 Months | 4.80 | 0.74 | 0.50 |
YTD | 3.57 | 0.34 | -0.01 |
1 Year | 12.61 | 4.04 | 3.35 |
3 Years Annualised | -0.80 | -0.60 | -1.08 |
5 Years Annualised | 2.61 | 1.11 | 0.73 |
10 Years Annualised | 4.79 | 1.97 | 1.05 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.64 | 0.40 | - | - |
2023 | 3.33 | -1.08 | 1.34 | 7.70 |
2022 | -6.75 | -9.61 | -7.62 | 6.03 |
2021 | -2.77 | 4.13 | 0.95 | 2.43 |
2020 | -5.00 | 9.27 | 2.35 | 4.06 |
2019 | 4.94 | 3.70 | 2.98 | 0.82 |
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