7IM Sustainable Balance Fund S AccRegister 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 | 6.37 | -3.01 | 13.11 | 8.56 | 5.80 | -11.49 | 5.19 | 4.27 |
+/- Category | -1.08 | 2.48 | 0.69 | 4.48 | -2.26 | -1.03 | -2.34 | -0.79 |
+/- Category Index | - | - | - | 3.27 | -2.19 | -2.23 | -4.08 | -2.09 |
% Rank in Category | 67 | 9 | 38 | 14 | 81 | 69 | 82 | 72 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.59 | 0.44 | -0.02 |
1 Week | 1.32 | 0.20 | -0.07 |
1 Month | 0.99 | 1.50 | 0.96 |
3 Months | 1.91 | 1.39 | 0.45 |
6 Months | 6.02 | 1.52 | -0.18 |
YTD | 4.69 | 0.53 | -1.18 |
1 Year | 9.76 | 0.56 | -1.93 |
3 Years Annualised | -0.72 | -1.20 | -2.86 |
5 Years Annualised | 2.76 | -0.17 | -1.11 |
10 Years Annualised | 4.64 | 0.63 | -0.85 |
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 | 2.31 | 0.84 | - | - |
2023 | 1.41 | -0.35 | -2.73 | 7.01 |
2022 | -4.27 | -7.21 | -3.85 | 3.63 |
2021 | 0.06 | 3.23 | 1.20 | 1.21 |
2020 | -8.23 | 10.61 | 1.36 | 5.52 |
2019 | 5.16 | 3.88 | 2.71 | 0.81 |
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