ACUMEN Portfolio 7 X AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | ||
Price Return | -10.15 | 20.95 | 9.42 | 8.41 | -9.11 | -2.10 | 4.09 | |
+/- Category | -3.79 | 5.28 | 4.17 | -2.73 | 0.97 | -10.47 | -3.06 | |
+/- Category Index | - | - | 4.90 | -3.86 | -1.85 | -12.77 | -4.72 | |
% Rank in Category | 79 | 39 | 61 | 92 | 44 | 100 | 97 |
Trailing Returns (GBP) | 25/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.16 | 0.00 | 0.25 |
1 Week | 0.41 | 0.23 | 0.11 |
1 Month | 0.31 | -0.03 | 0.27 |
3 Months | -2.86 | -4.04 | -3.87 |
6 Months | -1.46 | -4.67 | -5.24 |
YTD | 3.90 | -3.24 | -4.53 |
1 Year | 4.82 | -7.66 | -8.99 |
3 Years Annualised | -1.71 | -3.97 | -6.34 |
5 Years Annualised | 2.70 | -1.98 | -3.12 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.73 | 1.93 | - | - |
2023 | -0.39 | -3.13 | 1.24 | 0.21 |
2022 | -1.56 | -5.29 | -3.75 | 1.28 |
2021 | 2.01 | 4.11 | -1.11 | 3.23 |
2020 | -19.74 | 13.56 | 8.29 | 10.86 |
2019 | 10.79 | 3.63 | 1.11 | 4.19 |
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