Gemini Principal Asset Allocation Class B USD AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Effective 01/05/2020, this fund's investment strategy changed to the extent that its record prior to that date is not relevant to its new format. Performance prior to that date is not shown. |
Annual Returns (GBP) | 30/06/2024 | |||||||
2021 | 2022 | 2023 | 30/06 | |||||
Price Return | 7.12 | 5.21 | -5.63 | 2.04 | ||||
+/- Category | -5.65 | 9.15 | -11.61 | -5.68 | ||||
+/- Category Index | -7.44 | 10.16 | -17.42 | -6.93 | ||||
% Rank in Category | 83 | 8 | 100 | 99 |
Trailing Returns (GBP) | 25/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.37 | 0.29 | -0.50 |
1 Week | 0.85 | 1.70 | 0.97 |
1 Month | -1.49 | 0.51 | -0.39 |
3 Months | -2.82 | -3.44 | -4.67 |
6 Months | -0.30 | -6.07 | -7.79 |
YTD | 0.24 | -5.95 | -7.80 |
1 Year | 3.86 | -7.31 | -10.18 |
3 Years Annualised | 0.41 | -3.99 | -6.05 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: USD Aggressive Allocation | |||
Category Index: Morningstar EAA USD Agg Tgt Alloc NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.65 | 0.38 | - | - |
2023 | -3.56 | -3.13 | 4.24 | -3.08 |
2022 | -2.15 | 5.43 | 6.91 | -4.61 |
2021 | 1.27 | 1.89 | 2.20 | 1.58 |
2020 | - | - | -0.18 | -6.08 |
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