7IM AAP Balanced Fund S AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
|
Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 6.71 | -5.77 | 10.12 | 6.18 | 7.37 | -6.79 | 4.60 | 3.06 |
+/- Category | -0.74 | -0.28 | -2.29 | 2.09 | -0.69 | 3.67 | -2.93 | -0.97 |
+/- Category Index | - | - | - | 0.89 | -0.62 | 2.47 | -4.66 | -1.89 |
% Rank in Category | 61 | 59 | 81 | 31 | 59 | 16 | 87 | 75 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.30 | 0.15 | 0.38 |
1 Week | 0.74 | 0.22 | 0.46 |
1 Month | 1.35 | -0.07 | 0.47 |
3 Months | 2.18 | -0.69 | -1.26 |
6 Months | 5.00 | -0.74 | -1.47 |
YTD | 4.04 | -0.81 | -1.72 |
1 Year | 9.00 | -1.43 | -3.18 |
3 Years Annualised | 1.14 | 0.01 | -1.54 |
5 Years Annualised | 3.16 | 0.19 | -0.75 |
10 Years Annualised | 4.04 | -0.02 | -1.52 |
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 | 2.57 | 0.48 | - | - |
2023 | 0.16 | -0.27 | -0.48 | 5.22 |
2022 | -2.56 | -6.02 | -1.06 | 2.88 |
2021 | 1.36 | 3.71 | 0.58 | 1.56 |
2020 | -10.39 | 10.55 | 0.69 | 6.44 |
2019 | 5.24 | 2.57 | 1.70 | 0.31 |
|
Advertisement |