Aegon Diversified Monthly Income Fund GBP B 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 | 10.04 | -4.44 | 18.29 | -1.69 | 9.58 | -9.77 | 10.05 | 4.92 |
+/- Category | 2.59 | 1.05 | 5.87 | -5.77 | 1.52 | 0.69 | 2.52 | 0.89 |
+/- Category Index | - | - | - | -6.98 | 1.59 | -0.51 | 0.79 | -0.03 |
% Rank in Category | 14 | 34 | 4 | 92 | 29 | 46 | 17 | 30 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.05 | -0.07 | -0.04 |
1 Week | 0.87 | 0.40 | 0.55 |
1 Month | 2.51 | 0.99 | 1.28 |
3 Months | 4.80 | 2.33 | 1.94 |
6 Months | 7.02 | 1.34 | 0.49 |
YTD | 6.87 | 2.13 | 1.03 |
1 Year | 13.68 | 2.37 | 1.11 |
3 Years Annualised | 3.42 | 2.31 | 0.84 |
5 Years Annualised | 3.66 | 0.72 | -0.33 |
10 Years Annualised | 5.43 | 1.39 | -0.14 |
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 | 2.73 | 2.13 | - | - |
2023 | 0.58 | 2.63 | -0.49 | 7.13 |
2022 | -1.97 | -9.68 | -4.39 | 6.59 |
2021 | 2.42 | 1.59 | 0.69 | 4.60 |
2020 | -18.98 | 9.30 | 2.01 | 8.84 |
2019 | 8.42 | 3.09 | 1.44 | 4.32 |
|
Advertisement |