VT AJ Bell Moderately 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 | -3.91 | 17.96 | 5.46 | 11.77 | -2.32 | 7.71 | 6.58 | |
+/- Category | 2.46 | 2.29 | 0.21 | 0.62 | 7.76 | -0.65 | 0.61 | |
+/- Category Index | - | - | 0.94 | -0.50 | 4.95 | -2.96 | -0.46 | |
% Rank in Category | 17 | 21 | 47 | 43 | 4 | 60 | 38 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.11 | -0.07 | 0.22 |
1 Week | 0.31 | -0.11 | 0.06 |
1 Month | 1.83 | 0.31 | 0.73 |
3 Months | 3.34 | 0.30 | -0.56 |
6 Months | 8.40 | 0.72 | -0.21 |
YTD | 7.28 | 0.62 | -0.55 |
1 Year | 14.39 | 1.51 | -0.68 |
3 Years Annualised | 5.80 | 3.13 | 0.77 |
5 Years Annualised | 6.55 | 1.99 | 0.81 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.21 | 2.27 | - | - |
2023 | 1.05 | 0.31 | 0.98 | 5.23 |
2022 | -0.38 | -5.23 | 0.84 | 2.61 |
2021 | 1.82 | 4.66 | 1.69 | 3.14 |
2020 | -14.97 | 13.54 | 1.18 | 7.95 |
2019 | 7.04 | 4.88 | 2.59 | 2.43 |
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