VT AJ Bell Adventurous Fund Class I AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | ||
Price Return | -5.12 | 19.56 | 6.20 | 14.24 | -0.10 | 8.47 | 8.35 | |
+/- Category | 2.08 | 1.51 | -0.70 | 0.68 | 9.69 | -0.96 | 0.78 | |
+/- Category Index | - | - | 0.21 | -2.07 | 5.74 | -3.94 | -1.00 | |
% Rank in Category | 17 | 32 | 52 | 48 | 3 | 67 | 38 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.16 | -0.01 | 0.27 |
1 Week | 0.38 | -0.04 | 0.12 |
1 Month | 2.15 | 0.42 | 0.79 |
3 Months | 4.25 | 1.07 | -0.22 |
6 Months | 10.46 | 1.19 | -0.42 |
YTD | 9.16 | 0.97 | -0.97 |
1 Year | 16.17 | 1.21 | -2.07 |
3 Years Annualised | 7.71 | 4.05 | 0.40 |
5 Years Annualised | 8.18 | 2.28 | 0.28 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.06 | 3.13 | - | - |
2023 | 1.32 | 0.88 | 1.08 | 4.99 |
2022 | 1.08 | -5.69 | 1.40 | 3.35 |
2021 | 3.30 | 5.18 | 1.61 | 3.47 |
2020 | -16.46 | 14.81 | 1.47 | 9.12 |
2019 | 7.98 | 5.24 | 2.14 | 3.00 |
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