Royal London Sustainable Diversified Trust D AccRegister 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 | 13.33 | -2.37 | 22.30 | 13.51 | 11.95 | -16.35 | 13.38 | 6.24 |
+/- Category | 5.88 | 3.12 | 9.88 | 9.43 | 3.88 | -5.89 | 5.85 | 0.36 |
+/- Category Index | - | - | - | 8.22 | 3.95 | -7.09 | 4.11 | -0.74 |
% Rank in Category | 3 | 6 | 1 | 2 | 9 | 91 | 4 | 38 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.04 | -0.32 | -0.24 |
1 Week | 1.45 | 0.65 | -0.09 |
1 Month | 0.00 | -1.59 | -1.20 |
3 Months | 1.37 | -1.07 | -1.11 |
6 Months | 3.20 | -1.01 | -1.69 |
YTD | 6.15 | 0.23 | -0.99 |
1 Year | 12.96 | 1.76 | 0.56 |
3 Years Annualised | 1.03 | 0.04 | -1.59 |
5 Years Annualised | 5.74 | 2.67 | 1.68 |
10 Years Annualised | 7.75 | 3.80 | 2.32 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.34 | 0.69 | - | - |
2023 | 4.16 | 0.92 | 0.09 | 7.77 |
2022 | -7.23 | -11.50 | -3.60 | 5.71 |
2021 | -2.33 | 6.60 | 2.62 | 4.77 |
2020 | -7.41 | 13.82 | 3.28 | 4.29 |
2019 | 7.70 | 7.15 | 3.82 | 2.07 |
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