Franklin Diversified Balanced Fund I(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 | 8.15 | -9.71 | 2.77 | 10.64 | 7.82 | -5.53 | 7.10 | 2.81 |
+/- Category | -0.46 | -3.87 | -3.47 | 2.49 | 5.19 | 2.48 | 1.29 | -0.54 |
+/- Category Index | - | - | - | 0.53 | 3.22 | 1.78 | -1.30 | -2.35 |
% Rank in Category | 56 | 91 | 83 | 27 | 10 | 23 | 33 | 62 |
Trailing Returns (GBP) | 26/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.37 | 0.39 | 0.11 |
1 Week | -0.29 | -0.20 | 0.07 |
1 Month | -0.27 | -0.01 | -0.18 |
3 Months | 0.36 | -0.23 | -0.62 |
6 Months | 1.39 | 0.45 | -0.48 |
YTD | 2.56 | -1.03 | -2.41 |
1 Year | 8.36 | -0.45 | -2.43 |
3 Years Annualised | 2.12 | 2.12 | 0.08 |
5 Years Annualised | 3.60 | 1.73 | 0.06 |
10 Years Annualised* | 3.84 | -0.02 | -1.99 |
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 | 1.75 | 0.37 | - | - |
2023 | 1.17 | -0.49 | 0.41 | 5.94 |
2022 | -1.84 | -5.89 | -0.42 | 2.70 |
2021 | -0.82 | 4.42 | 0.75 | 3.34 |
2020 | -3.76 | 9.96 | 1.95 | 2.55 |
2019 | 1.18 | 3.68 | 1.35 | -3.35 |
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