VT Chelsea Managed Balanced Growth Fund A GBP Net AccRegister 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 | -3.01 | 15.30 | 7.82 | 16.24 | -13.10 | 11.16 | 4.84 | |
+/- Category | 4.19 | -2.76 | 0.92 | 2.67 | -3.31 | 1.73 | -2.72 | |
+/- Category Index | - | - | 1.83 | -0.08 | -7.26 | -1.26 | -4.51 | |
% Rank in Category | 5 | 81 | 43 | 25 | 77 | 31 | 86 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.10 | -0.06 | 0.21 |
1 Week | 0.71 | 0.29 | 0.45 |
1 Month | 2.63 | 0.91 | 1.27 |
3 Months | 4.07 | 0.90 | -0.39 |
6 Months | 8.47 | -0.79 | -2.41 |
YTD | 6.61 | -1.58 | -3.52 |
1 Year | 17.04 | 2.08 | -1.20 |
3 Years Annualised | 2.51 | -1.16 | -4.81 |
5 Years Annualised | 6.12 | 0.22 | -1.78 |
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 | 2.31 | 2.48 | - | - |
2023 | 0.79 | 0.62 | 1.13 | 8.39 |
2022 | -4.06 | -7.03 | -2.58 | 0.00 |
2021 | 2.25 | 8.00 | 2.69 | 2.50 |
2020 | -19.71 | 16.53 | 4.80 | 9.97 |
2019 | 4.89 | 4.09 | 1.95 | 3.59 |
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