VT Chelsea Managed Monthly Income 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 | -0.96 | 17.11 | 1.96 | 13.84 | -4.02 | 8.57 | 2.05 | |
+/- Category | 5.41 | 1.44 | -3.28 | 2.69 | 6.06 | 0.20 | -3.93 | |
+/- Category Index | - | - | -2.55 | 1.57 | 3.25 | -2.10 | -5.00 | |
% Rank in Category | 3 | 29 | 77 | 20 | 6 | 46 | 96 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.06 | -0.12 | 0.18 |
1 Week | 0.85 | 0.43 | 0.59 |
1 Month | 2.55 | 1.03 | 1.45 |
3 Months | 4.83 | 1.79 | 0.92 |
6 Months | 5.93 | -1.74 | -2.67 |
YTD | 3.90 | -2.76 | -3.93 |
1 Year | 14.29 | 1.41 | -0.78 |
3 Years Annualised | 4.33 | 1.66 | -0.70 |
5 Years Annualised | 5.72 | 1.17 | -0.01 |
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 | -0.50 | 2.56 | - | - |
2023 | 0.38 | -1.50 | 1.48 | 8.19 |
2022 | -0.33 | -2.86 | -2.57 | 1.75 |
2021 | 0.87 | 6.03 | 3.28 | 3.07 |
2020 | -17.83 | 13.80 | 2.13 | 6.77 |
2019 | 5.33 | 4.59 | 1.88 | 4.35 |
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