Royal London Sustainable Diversified Trust B AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 12.95 | -2.71 | 21.86 | 13.16 | 11.63 | -16.63 | 12.94 | 5.38 |
+/- Category | 5.50 | 2.77 | 9.45 | 9.07 | 3.56 | -6.18 | 5.41 | 0.32 |
+/- Category Index | - | - | - | 7.87 | 3.63 | -7.37 | 3.67 | -0.98 |
% Rank in Category | 3 | 9 | 1 | 3 | 11 | 92 | 5 | 38 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.80 | 0.65 | 0.19 |
1 Week | 1.35 | 0.23 | -0.04 |
1 Month | 0.46 | 0.96 | 0.43 |
3 Months | -0.46 | -0.97 | -1.91 |
6 Months | 5.76 | 1.27 | -0.43 |
YTD | 5.12 | 0.95 | -0.76 |
1 Year | 12.71 | 3.51 | 1.02 |
3 Years Annualised | 0.67 | 0.20 | -1.46 |
5 Years Annualised | 5.27 | 2.33 | 1.39 |
10 Years Annualised | 7.52 | 3.51 | 2.03 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.29 | 0.63 | - | - |
2023 | 4.05 | 0.81 | 0.05 | 7.62 |
2022 | -7.33 | -11.59 | -3.67 | 5.63 |
2021 | -2.44 | 6.55 | 2.56 | 4.70 |
2020 | -7.44 | 13.71 | 3.16 | 4.21 |
2019 | 7.60 | 7.07 | 3.74 | 1.96 |
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