Rathbone Multi-Asset Strategic Income Portfolio IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 7.27 | -3.64 | 12.12 | 0.90 | 8.67 | -6.05 | 7.27 | 5.07 |
+/- Category | -2.73 | 2.73 | -3.55 | -4.35 | -2.48 | 4.03 | -1.10 | -1.43 |
+/- Category Index | - | - | - | -3.62 | -3.60 | 1.21 | -3.40 | -3.24 |
% Rank in Category | 51 | 17 | 53 | 76 | 43 | 13 | 67 | 82 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.56 | 0.51 | -0.15 |
1 Week | 1.03 | -0.56 | -0.83 |
1 Month | 1.13 | 2.38 | 1.83 |
3 Months | 1.44 | 1.92 | 0.76 |
6 Months | 5.71 | 0.97 | -1.26 |
YTD | 5.04 | -0.09 | -2.16 |
1 Year | 11.67 | 1.42 | -1.57 |
3 Years Annualised | 2.40 | 0.81 | -1.73 |
5 Years Annualised | 3.52 | -0.91 | -2.20 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.30 | 0.99 | - | - |
2023 | 0.83 | -0.44 | 0.71 | 6.10 |
2022 | -1.75 | -5.87 | -3.55 | 5.33 |
2021 | 2.26 | 2.90 | 0.82 | 2.44 |
2020 | -12.76 | 8.05 | 0.98 | 6.00 |
2019 | 5.53 | 3.19 | 1.58 | 1.35 |
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