Franklin Diversified Balanced Fund W(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 | 7.81 | -9.68 | 2.71 | 10.44 | 7.87 | -5.55 | 6.92 | 2.94 |
+/- Category | -0.81 | -3.83 | -3.52 | 2.30 | 5.24 | 2.46 | 1.11 | -0.41 |
+/- Category Index | - | - | - | 0.34 | 3.27 | 1.76 | -1.48 | -2.23 |
% Rank in Category | 62 | 91 | 83 | 29 | 10 | 23 | 36 | 60 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.04 | 0.06 | -0.21 |
1 Week | 0.28 | 0.37 | 0.65 |
1 Month | 0.34 | 0.60 | 0.43 |
3 Months | 0.38 | -0.21 | -0.60 |
6 Months | 0.94 | -0.01 | -0.93 |
YTD | 2.74 | -0.85 | -2.24 |
1 Year | 8.72 | -0.10 | -2.07 |
3 Years Annualised | 2.20 | 2.20 | 0.16 |
5 Years Annualised | 3.57 | 1.69 | 0.03 |
10 Years Annualised* | 3.74 | -0.12 | -2.10 |
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 | 1.88 | 0.28 | - | - |
2023 | 1.04 | -0.51 | 0.43 | 5.91 |
2022 | -1.92 | -5.84 | -0.53 | 2.83 |
2021 | -0.80 | 4.44 | 0.71 | 3.37 |
2020 | -3.88 | 10.09 | 1.87 | 2.46 |
2019 | 1.17 | 3.60 | 1.39 | -3.34 |
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