Franklin Diversified Balanced Fund I(acc) USD-H1Register 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 | -2.94 | -2.52 | 7.79 | 2.90 | 16.72 | 3.19 | 5.56 | 3.58 |
+/- Category | -4.78 | -1.72 | -2.66 | -1.28 | 8.42 | 6.53 | 1.45 | -0.80 |
+/- Category Index | - | - | - | - | 8.20 | 5.73 | -1.84 | -2.15 |
% Rank in Category | 88 | 74 | 81 | 62 | 3 | 10 | 34 | 66 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.00 | -0.14 | -0.28 |
1 Week | 0.06 | 0.46 | 0.55 |
1 Month | 0.46 | 0.35 | 0.32 |
3 Months | -3.33 | -1.98 | -2.45 |
6 Months | -1.52 | -1.75 | -2.38 |
YTD | 2.63 | -1.59 | -2.63 |
1 Year | 3.84 | -3.30 | -4.93 |
3 Years Annualised | 5.81 | 3.17 | 1.77 |
5 Years Annualised | 4.91 | 1.89 | 0.55 |
10 Years Annualised | - | - | - |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.48 | 1.40 | - | - |
2023 | -0.12 | -0.30 | 3.92 | 2.00 |
2022 | 0.59 | 0.63 | 7.20 | -4.90 |
2021 | 3.40 | 3.64 | 3.26 | 5.48 |
2020 | -1.22 | 7.84 | -2.07 | -1.37 |
2019 | 3.81 | 2.97 | 6.63 | -5.43 |
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