7IM Sustainable Balance Fund S IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | |
Price Return | 6.35 | -3.00 | 13.13 | 8.69 | 5.67 | -11.49 | 5.16 | 6.42 |
+/- Category | -1.10 | 2.48 | 0.71 | 4.61 | -2.40 | -1.04 | -2.37 | -0.30 |
+/- Category Index | - | - | - | 3.40 | -2.33 | -2.24 | -4.10 | -0.78 |
% Rank in Category | 67 | 9 | 38 | 13 | 83 | 69 | 82 | 54 |
Trailing Returns (GBP) | 17/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.26 | -0.01 | 0.24 |
1 Week | 0.54 | -0.29 | -0.28 |
1 Month | 0.24 | -0.72 | -0.81 |
3 Months | 2.84 | 0.57 | 0.21 |
6 Months | 7.09 | 0.74 | 0.36 |
YTD | 6.68 | -0.61 | -1.72 |
1 Year | 14.50 | 0.65 | 0.23 |
3 Years Annualised | 0.32 | -1.53 | -2.90 |
5 Years Annualised | 3.11 | -0.47 | -1.42 |
10 Years Annualised | 4.91 | 0.42 | -0.92 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.30 | 0.84 | 3.16 | - |
2023 | 1.38 | -0.35 | -2.73 | 7.01 |
2022 | -4.27 | -7.22 | -3.84 | 3.62 |
2021 | -0.07 | 3.23 | 1.20 | 1.22 |
2020 | -8.25 | 10.62 | 1.35 | 5.67 |
2019 | 5.16 | 3.90 | 2.69 | 0.82 |
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