Royal London Sustainable Managed Growth Trust D AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 8.45 | -0.97 | 13.20 | 10.55 | 4.88 | -17.39 | 11.72 | 3.07 |
+/- Category | 3.58 | 2.90 | 4.12 | 6.71 | 1.43 | -7.11 | 5.44 | 0.53 |
+/- Category Index | - | - | - | 5.38 | 1.19 | -6.32 | 3.99 | 0.30 |
% Rank in Category | 6 | 5 | 4 | 2 | 33 | 98 | 1 | 32 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.28 | 0.14 | 0.32 |
1 Week | 0.22 | -0.24 | -0.08 |
1 Month | 0.56 | -0.49 | -0.08 |
3 Months | 2.11 | -0.23 | -0.83 |
6 Months | 4.87 | 0.81 | 0.57 |
YTD | 3.59 | 0.36 | 0.01 |
1 Year | 12.67 | 4.10 | 3.41 |
3 Years Annualised | -0.70 | -0.51 | -0.98 |
5 Years Annualised | 2.71 | 1.21 | 0.83 |
10 Years Annualised | 4.89 | 2.06 | 1.14 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.67 | 0.40 | - | - |
2023 | 3.43 | -1.06 | 1.33 | 7.75 |
2022 | -6.74 | -9.58 | -7.61 | 6.04 |
2021 | -2.69 | 4.15 | 0.94 | 2.52 |
2020 | -5.02 | 9.34 | 2.33 | 4.03 |
2019 | 4.99 | 3.75 | 2.97 | 0.94 |
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