Trojan Ethical Fund S AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
|
Annual Returns (GBP) | 30/09/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 30/09 | ||||
Price Return | 11.20 | 10.41 | -4.35 | 5.23 | 5.88 | |||
+/- Category | 6.59 | 1.67 | 5.59 | -0.79 | -0.55 | |||
+/- Category Index | 5.91 | 2.41 | 4.90 | -4.04 | -1.32 | |||
% Rank in Category | 12 | 34 | 21 | 62 | 63 |
Trailing Returns (GBP) | 17/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.24 | -0.03 | 0.22 |
1 Week | 1.21 | 0.50 | 0.38 |
1 Month | 1.01 | -0.02 | -0.05 |
3 Months | 2.75 | 0.98 | 0.12 |
6 Months | 4.56 | -1.33 | -2.17 |
YTD | 7.39 | 0.14 | -1.01 |
1 Year | 9.78 | -3.73 | -4.50 |
3 Years Annualised | 3.53 | 2.04 | 0.31 |
5 Years Annualised | 6.07 | 2.41 | 1.54 |
10 Years Annualised | - | - | - |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.49 | 1.93 | 1.36 | - |
2023 | 1.99 | -0.47 | 0.45 | 3.19 |
2022 | 0.09 | -4.60 | -0.34 | 0.51 |
2021 | -0.58 | 5.37 | 2.64 | 2.68 |
2020 | 0.15 | 7.43 | 2.70 | 0.64 |
2019 | - | 4.98 | 2.54 | -0.18 |
|
Advertisement |