Royal London Sustainable Managed Growth Trust B AccRegister 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 | 8.09 | -1.34 | 12.73 | 10.28 | 4.49 | -17.68 | 11.30 | 3.79 |
+/- Category | 3.22 | 2.54 | 3.65 | 6.45 | 1.04 | -7.39 | 5.02 | 0.23 |
+/- Category Index | - | - | - | 5.11 | 0.79 | -6.61 | 3.57 | -0.50 |
% Rank in Category | 7 | 6 | 6 | 2 | 40 | 99 | 2 | 39 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.52 | 0.40 | 0.23 |
1 Week | 0.99 | 0.38 | -0.30 |
1 Month | 0.99 | 0.78 | -0.04 |
3 Months | 1.23 | 0.02 | -1.14 |
6 Months | 4.97 | 0.95 | -0.20 |
YTD | 4.15 | 0.84 | -0.55 |
1 Year | 12.39 | 4.11 | 2.00 |
3 Years Annualised | -1.42 | -0.95 | -1.64 |
5 Years Annualised | 2.24 | 0.80 | 0.27 |
10 Years Annualised | 4.54 | 1.71 | 0.79 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.58 | 0.29 | - | - |
2023 | 3.34 | -1.17 | 1.24 | 7.63 |
2022 | -6.77 | -9.69 | -7.72 | 5.95 |
2021 | -2.82 | 4.09 | 0.85 | 2.43 |
2020 | -5.08 | 9.22 | 2.33 | 3.95 |
2019 | 4.94 | 3.61 | 2.89 | 0.77 |
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