Royal London Sustainable Diversified Trust D IncRegister 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 | 13.34 | -2.42 | 22.31 | 13.50 | 11.93 | -16.33 | 13.36 | 5.56 |
+/- Category | 5.89 | 3.07 | 9.90 | 9.42 | 3.87 | -5.87 | 5.83 | 0.50 |
+/- Category Index | - | - | - | 8.21 | 3.94 | -7.07 | 4.10 | -0.79 |
% Rank in Category | 3 | 6 | 1 | 2 | 9 | 91 | 4 | 35 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.75 | 0.61 | 0.15 |
1 Week | 1.37 | 0.24 | -0.03 |
1 Month | 0.46 | 0.96 | 0.43 |
3 Months | -0.44 | -0.95 | -1.89 |
6 Months | 5.91 | 1.41 | -0.29 |
YTD | 5.26 | 1.10 | -0.61 |
1 Year | 13.01 | 3.82 | 1.33 |
3 Years Annualised | 0.99 | 0.51 | -1.15 |
5 Years Annualised | 5.61 | 2.67 | 1.73 |
10 Years Annualised | 7.87 | 3.86 | 2.38 |
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 | 4.33 | 0.68 | - | - |
2023 | 4.11 | 0.92 | 0.10 | 7.78 |
2022 | -7.25 | -11.48 | -3.63 | 5.76 |
2021 | -2.35 | 6.62 | 2.63 | 4.76 |
2020 | -7.44 | 13.90 | 3.22 | 4.30 |
2019 | 7.73 | 7.12 | 3.83 | 2.09 |
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