7IM AAP Balanced Fund S IncRegister 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 | 6.71 | -5.77 | 10.11 | 6.20 | 7.32 | -6.79 | 4.55 | 3.08 |
+/- Category | -0.74 | -0.29 | -2.30 | 2.12 | -0.74 | 3.67 | -2.98 | -0.95 |
+/- Category Index | - | - | - | 0.91 | -0.67 | 2.47 | -4.72 | -1.87 |
% Rank in Category | 61 | 59 | 81 | 31 | 59 | 16 | 87 | 74 |
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 | 1.36 | -0.07 | 0.47 |
3 Months | 2.17 | -0.70 | -1.26 |
6 Months | 5.02 | -0.72 | -1.45 |
YTD | 4.06 | -0.79 | -1.70 |
1 Year | 9.01 | -1.42 | -3.17 |
3 Years Annualised | 1.13 | 0.00 | -1.54 |
5 Years Annualised | 3.15 | 0.17 | -0.77 |
10 Years Annualised | 4.03 | -0.02 | -1.53 |
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 | 2.60 | 0.47 | - | - |
2023 | 0.13 | -0.27 | -0.48 | 5.20 |
2022 | -2.57 | -6.03 | -1.04 | 2.88 |
2021 | 1.31 | 3.70 | 0.58 | 1.57 |
2020 | -10.36 | 10.53 | 0.71 | 6.44 |
2019 | 5.24 | 2.57 | 1.71 | 0.29 |
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