Dynamic Diversified Sub-FundRegister 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 | 10.77 | -2.64 | 7.51 | 3.41 | 12.42 | -8.13 | 10.34 | 8.24 |
+/- Category | 2.78 | 4.58 | -4.72 | -1.20 | 3.68 | 1.81 | 4.32 | 4.07 |
+/- Category Index | - | - | - | -1.88 | 4.42 | 1.13 | 1.08 | 3.29 |
% Rank in Category | 23 | 7 | 86 | 56 | 20 | 37 | 20 | 9 |
Trailing Returns (GBP) | 25/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.62 | -0.79 | -1.27 |
1 Week | -1.80 | -1.04 | -2.02 |
1 Month | -0.04 | 0.23 | -0.16 |
3 Months | 3.99 | 1.86 | 1.33 |
6 Months | 7.41 | 2.64 | 1.57 |
YTD | 8.06 | 4.14 | 2.71 |
1 Year | 11.82 | 4.18 | 1.72 |
3 Years Annualised | 3.76 | 3.24 | 1.45 |
5 Years Annualised | 4.88 | 2.11 | 1.18 |
10 Years Annualised | 4.86 | 1.53 | -0.57 |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.47 | 1.66 | - | - |
2023 | 2.12 | 2.82 | -1.52 | 6.70 |
2022 | -2.24 | -2.69 | -3.93 | 0.52 |
2021 | 3.28 | 5.51 | 0.56 | 2.59 |
2020 | -9.10 | 5.07 | 2.12 | 6.02 |
2019 | 4.80 | 1.21 | 0.16 | 1.20 |
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