MI Activus Investment Fund Z GBP AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 8.26 | -4.62 | 6.95 | 15.31 | 12.45 | -10.32 | 3.75 | 4.95 |
+/- Category | 0.26 | 2.61 | -5.28 | 10.70 | 3.72 | -0.38 | -2.27 | 0.77 |
+/- Category Index | - | - | - | 10.02 | 4.46 | -1.07 | -5.51 | 0.00 |
% Rank in Category | 22 | 61 | 18 | 9 | 19 | 53 | 72 | 41 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.16 | 0.00 | 0.24 |
1 Week | 1.71 | 1.04 | 1.42 |
1 Month | 3.76 | 2.02 | 2.88 |
3 Months | 6.30 | 3.11 | 2.87 |
6 Months | 8.94 | 2.58 | 2.47 |
YTD | 7.09 | 1.56 | 1.33 |
1 Year | 15.75 | 5.38 | 3.57 |
3 Years Annualised | 1.97 | 0.86 | -0.71 |
5 Years Annualised | 6.08 | 2.83 | 2.17 |
10 Years Annualised | - | - | - |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.12 | 4.82 | - | - |
2023 | -4.12 | 0.24 | -0.13 | 8.09 |
2022 | -2.01 | -9.04 | -3.39 | 4.14 |
2021 | -0.41 | 5.68 | 2.20 | 4.54 |
2020 | -9.39 | 13.80 | 3.53 | 8.02 |
2019 | 0.92 | 0.75 | 2.25 | 2.86 |
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