Royal London Sustainable Managed Growth Trust B Gross 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 | 8.09 | -1.37 | 12.88 | 10.24 | 4.48 | -17.68 | 11.39 | 3.80 |
+/- Category | 3.23 | 2.50 | 3.80 | 6.41 | 1.03 | -7.39 | 5.10 | 0.24 |
+/- Category Index | - | - | - | 5.07 | 0.78 | -6.61 | 3.65 | -0.49 |
% Rank in Category | 7 | 6 | 6 | 2 | 40 | 99 | 2 | 39 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.56 | 0.44 | 0.27 |
1 Week | 1.02 | 0.41 | -0.27 |
1 Month | 1.02 | 0.81 | -0.01 |
3 Months | 1.25 | 0.04 | -1.12 |
6 Months | 5.01 | 0.99 | -0.16 |
YTD | 4.15 | 0.84 | -0.55 |
1 Year | 12.42 | 4.14 | 2.04 |
3 Years Annualised | -1.40 | -0.93 | -1.61 |
5 Years Annualised | 2.28 | 0.84 | 0.31 |
10 Years Annualised | 4.71 | 1.88 | 0.96 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.57 | 0.28 | - | - |
2023 | 3.32 | -1.13 | 1.27 | 7.67 |
2022 | -6.80 | -9.66 | -7.70 | 5.93 |
2021 | -2.80 | 4.03 | 0.89 | 2.41 |
2020 | -5.12 | 9.23 | 2.32 | 3.96 |
2019 | 4.94 | 3.65 | 2.82 | 0.93 |
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