VT Plain English Finance Funds ICVC - VT PEF Global Multi-asset Fund A GBP AccumulationRegister 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 | -6.42 | 4.42 | -1.18 | 5.24 | -2.86 | 1.19 | 3.62 | |
+/- Category | 0.80 | -7.81 | -5.79 | -3.50 | 7.08 | -4.82 | -0.55 | |
+/- Category Index | - | - | -6.47 | -2.76 | 6.40 | -8.07 | -1.33 | |
% Rank in Category | 49 | 95 | 79 | 78 | 15 | 83 | 64 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.13 | 0.01 | 0.05 |
1 Week | 0.40 | -0.18 | 0.08 |
1 Month | 1.65 | -0.08 | 0.42 |
3 Months | 1.77 | -0.83 | -1.09 |
6 Months | 5.16 | -1.00 | -1.37 |
YTD | 4.08 | -1.20 | -1.76 |
1 Year | 7.35 | -3.71 | -5.22 |
3 Years Annualised | 1.10 | 0.02 | -1.48 |
5 Years Annualised | 0.75 | -2.40 | -3.25 |
10 Years Annualised | - | - | - |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.74 | 0.85 | - | - |
2023 | -0.16 | -1.35 | 0.30 | 2.44 |
2022 | -0.38 | -2.06 | -0.63 | 0.19 |
2021 | -0.30 | 4.47 | 0.78 | 0.27 |
2020 | -6.26 | 1.28 | 0.82 | 3.24 |
2019 | 0.96 | 4.59 | 1.51 | -2.58 |
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