7IM AAP Adventurous Fund S IncRegister 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 | 12.64 | -7.83 | 14.72 | 5.94 | 13.55 | -4.72 | 3.85 | 4.55 |
+/- Category | -0.07 | -0.63 | -3.33 | -0.97 | -0.02 | 5.08 | -5.58 | -3.01 |
+/- Category Index | - | - | - | -0.05 | -2.77 | 1.13 | -8.57 | -4.80 |
% Rank in Category | 50 | 59 | 85 | 54 | 56 | 10 | 96 | 89 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.36 | 0.20 | 0.47 |
1 Week | 0.87 | 0.45 | 0.61 |
1 Month | 1.78 | 0.06 | 0.42 |
3 Months | 2.25 | -0.93 | -2.22 |
6 Months | 6.52 | -2.75 | -4.36 |
YTD | 5.61 | -2.58 | -4.52 |
1 Year | 9.35 | -5.61 | -8.89 |
3 Years Annualised | 2.90 | -0.77 | -4.41 |
5 Years Annualised | 4.94 | -0.96 | -2.96 |
10 Years Annualised | 6.09 | -0.94 | -3.03 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.78 | 0.75 | - | - |
2023 | 0.90 | -0.30 | -0.93 | 4.20 |
2022 | -2.10 | -6.91 | 1.26 | 3.25 |
2021 | 3.68 | 4.95 | 1.50 | 2.81 |
2020 | -16.49 | 14.80 | 1.29 | 9.09 |
2019 | 7.38 | 3.74 | 1.79 | 1.18 |
|
Advertisement |