Royal London Sustainable Managed Growth Trust B Gross 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 | 7.93 | -1.30 | 12.83 | 9.94 | 4.45 | -17.69 | 11.33 | 3.76 |
+/- Category | 3.06 | 2.58 | 3.76 | 6.10 | 1.00 | -7.40 | 5.04 | 0.21 |
+/- Category Index | - | - | - | 4.77 | 0.75 | -6.62 | 3.59 | -0.52 |
% Rank in Category | 7 | 6 | 6 | 2 | 41 | 99 | 2 | 41 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.54 | 0.42 | 0.25 |
1 Week | 1.01 | 0.40 | -0.28 |
1 Month | 0.99 | 0.78 | -0.04 |
3 Months | 1.15 | -0.06 | -1.22 |
6 Months | 4.87 | 0.85 | -0.30 |
YTD | 4.07 | 0.77 | -0.62 |
1 Year | 12.36 | 4.08 | 1.98 |
3 Years Annualised | -1.44 | -0.97 | -1.66 |
5 Years Annualised | 2.19 | 0.75 | 0.22 |
10 Years Annualised | 4.49 | 1.66 | 0.74 |
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 | 2.56 | 0.32 | - | - |
2023 | 3.30 | -1.14 | 1.32 | 7.61 |
2022 | -6.81 | -9.74 | -7.74 | 6.07 |
2021 | -2.77 | 4.03 | 0.85 | 2.39 |
2020 | -5.17 | 9.14 | 2.22 | 3.91 |
2019 | 4.87 | 3.68 | 2.82 | 0.92 |
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