7IM Balanced Fund S IncRegister 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 | 6.53 | -7.44 | 10.68 | 9.03 | 6.36 | -7.12 | 5.09 | 4.13 |
+/- Category | -0.92 | -1.95 | -1.74 | 4.95 | -1.71 | 3.34 | -2.44 | -0.94 |
+/- Category Index | - | - | - | 3.74 | -1.63 | 2.14 | -4.17 | -2.23 |
% Rank in Category | 64 | 85 | 76 | 12 | 74 | 18 | 83 | 75 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.21 | 0.07 | -0.13 |
1 Week | 1.52 | 0.39 | -0.15 |
1 Month | 0.16 | 0.66 | -0.21 |
3 Months | 0.03 | -0.48 | -1.64 |
6 Months | 4.64 | 0.14 | -1.21 |
YTD | 3.74 | -0.42 | -2.49 |
1 Year | 8.51 | -0.69 | -3.51 |
3 Years Annualised | 0.42 | -0.06 | -1.84 |
5 Years Annualised | 3.62 | 0.69 | -0.47 |
10 Years Annualised | 3.94 | -0.08 | -1.56 |
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 | 2.73 | 0.28 | - | - |
2023 | 0.24 | -0.30 | -0.50 | 5.69 |
2022 | -3.24 | -5.77 | -2.25 | 4.21 |
2021 | 1.02 | 3.99 | 0.34 | 0.90 |
2020 | -11.49 | 12.47 | 2.41 | 6.96 |
2019 | 5.78 | 2.37 | 1.66 | 0.53 |
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