CT MM Navigator Balanced Fund D AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 12.07 | -9.24 | 14.83 | 1.60 | 10.07 | -8.85 | 7.66 | 4.51 |
+/- Category | 2.07 | -2.87 | -0.84 | -3.65 | -1.07 | 1.23 | -0.71 | -1.46 |
+/- Category Index | - | - | - | -2.92 | -2.20 | -1.58 | -3.01 | -2.53 |
% Rank in Category | 19 | 88 | 65 | 79 | 68 | 40 | 61 | 81 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.44 | 0.26 | 0.56 |
1 Week | 0.68 | 0.26 | 0.42 |
1 Month | 1.23 | -0.29 | 0.13 |
3 Months | 2.12 | -0.92 | -1.79 |
6 Months | 6.32 | -1.35 | -2.28 |
YTD | 5.58 | -1.08 | -2.26 |
1 Year | 11.58 | -1.29 | -3.48 |
3 Years Annualised | 1.77 | -0.90 | -3.26 |
5 Years Annualised | 3.78 | -0.78 | -1.96 |
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 | 3.80 | 0.69 | - | - |
2023 | 2.80 | -0.48 | -0.16 | 5.41 |
2022 | -4.44 | -5.94 | -1.82 | 3.30 |
2021 | 2.88 | 5.27 | 1.27 | 0.36 |
2020 | -19.62 | 12.71 | 1.79 | 10.16 |
2019 | 5.55 | 3.22 | 2.15 | 3.18 |
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