Franklin Diversified Balanced Fund A(Ydis)EURRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 7.25 | -10.32 | 1.89 | 9.76 | 7.11 | -6.23 | 6.14 | 2.42 |
+/- Category | -1.36 | -4.47 | -4.35 | 1.62 | 4.48 | 1.78 | 0.33 | -0.94 |
+/- Category Index | - | - | - | -0.34 | 2.51 | 1.08 | -2.26 | -2.75 |
% Rank in Category | 70 | 93 | 88 | 35 | 14 | 28 | 47 | 70 |
Trailing Returns (GBP) | 26/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.41 | 0.43 | 0.15 |
1 Week | -0.28 | -0.19 | 0.08 |
1 Month | -0.26 | 0.00 | -0.17 |
3 Months | 0.15 | -0.44 | -0.82 |
6 Months | 1.07 | 0.13 | -0.80 |
YTD | 2.16 | -1.43 | -2.82 |
1 Year | 7.66 | -1.16 | -3.14 |
3 Years Annualised | 1.41 | 1.40 | -0.64 |
5 Years Annualised | 2.83 | 0.96 | -0.71 |
10 Years Annualised* | 3.10 | -0.77 | -2.74 |
Category: EUR Moderate Allocation - Global | |||
Category Index: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.68 | 0.20 | - | - |
2023 | 0.86 | -0.66 | 0.26 | 5.66 |
2022 | -2.11 | -6.03 | -0.67 | 2.63 |
2021 | -0.99 | 4.27 | 0.55 | 3.18 |
2020 | -3.92 | 9.81 | 1.71 | 2.28 |
2019 | 0.96 | 3.39 | 1.20 | -3.55 |
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