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Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | |
Price Return | 9.13 | -3.07 | 18.12 | 30.91 | 6.60 | -20.82 | 15.89 | 2.58 |
+/- Category | 7.54 | -1.32 | 8.70 | 26.95 | -2.27 | -18.40 | 11.57 | -1.15 |
+/- Category Index | - | - | - | - | -1.93 | -18.28 | 8.50 | -2.63 |
% Rank in Category | 13 | 66 | 7 | 1 | 66 | 97 | 5 | 64 |
Trailing Returns (GBP) | 15/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.59 | -1.20 | -1.34 |
1 Week | 0.16 | -0.87 | -0.73 |
1 Month | 1.94 | -0.71 | -0.32 |
3 Months | 0.27 | -0.99 | -1.72 |
6 Months | 1.41 | -0.28 | -2.95 |
YTD | 3.90 | -1.88 | -4.17 |
1 Year | 14.14 | 6.76 | 2.57 |
3 Years Annualised | -1.28 | -4.69 | -6.49 |
5 Years Annualised | 6.39 | 2.46 | 0.75 |
10 Years Annualised | - | - | - |
Category: USD Flexible Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.92 | -1.17 | -1.07 | - |
2023 | 6.32 | 3.73 | -3.69 | 9.10 |
2022 | -9.90 | -12.34 | 1.03 | -0.77 |
2021 | 2.07 | 4.45 | -0.84 | 0.83 |
2020 | -8.32 | 23.44 | 4.75 | 10.44 |
2019 | 9.05 | 4.43 | 3.89 | -0.17 |
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