CT MM Navigator Balanced Fund D IncRegister 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 | 12.05 | -9.22 | 14.81 | 1.62 | 10.07 | -8.84 | 7.66 | 4.51 |
+/- Category | 2.05 | -2.85 | -0.86 | -3.62 | -1.07 | 1.24 | -0.71 | -1.46 |
+/- Category Index | - | - | - | -2.90 | -2.19 | -1.57 | -3.01 | -2.53 |
% Rank in Category | 19 | 88 | 65 | 79 | 67 | 40 | 61 | 81 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.43 | 0.25 | 0.55 |
1 Week | 0.67 | 0.25 | 0.41 |
1 Month | 1.22 | -0.30 | 0.12 |
3 Months | 2.15 | -0.90 | -1.76 |
6 Months | 6.32 | -1.35 | -2.28 |
YTD | 5.57 | -1.09 | -2.26 |
1 Year | 11.57 | -1.30 | -3.49 |
3 Years Annualised | 1.77 | -0.90 | -3.26 |
5 Years Annualised | 3.79 | -0.77 | -1.95 |
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 | 3.78 | 0.70 | - | - |
2023 | 2.80 | -0.48 | -0.17 | 5.40 |
2022 | -4.44 | -5.94 | -1.81 | 3.29 |
2021 | 2.89 | 5.27 | 1.28 | 0.35 |
2020 | -19.60 | 12.72 | 1.81 | 10.14 |
2019 | 5.55 | 3.22 | 2.14 | 3.18 |
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