Royal London Sustainable Managed Growth Trust B 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 | 8.02 | -1.30 | 12.78 | 10.07 | 4.43 | -17.71 | 11.30 | 3.74 |
+/- Category | 3.16 | 2.58 | 3.70 | 6.24 | 0.98 | -7.43 | 5.02 | 0.19 |
+/- Category Index | - | - | - | 4.90 | 0.74 | -6.64 | 3.57 | -0.54 |
% 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 | 0.05 |
1 Week | 1.01 | 0.40 | 0.06 |
1 Month | 1.00 | 0.78 | 0.25 |
3 Months | 1.15 | -0.06 | -1.01 |
6 Months | 4.85 | 0.83 | -0.56 |
YTD | 4.06 | 0.75 | -0.33 |
1 Year | 12.30 | 4.02 | 2.27 |
3 Years Annualised | -1.47 | -1.00 | -1.58 |
5 Years Annualised | 2.17 | 0.73 | 0.32 |
10 Years Annualised | 4.49 | 1.66 | 0.75 |
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 | 2.54 | 0.33 | - | - |
2023 | 3.26 | -1.15 | 1.30 | 7.65 |
2022 | -6.84 | -9.68 | -7.77 | 6.03 |
2021 | -2.82 | 4.08 | 0.85 | 2.38 |
2020 | -5.11 | 9.16 | 2.28 | 3.89 |
2019 | 4.87 | 3.68 | 2.90 | 0.80 |
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