Trojan Ethical Fund S IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/08 | ||||
Price Return | 11.20 | 10.41 | -4.35 | 5.24 | 5.37 | |||
+/- Category | 6.59 | 1.68 | 5.59 | -0.77 | -0.12 | |||
+/- Category Index | 5.91 | 2.42 | 4.90 | -4.02 | -1.60 | |||
% Rank in Category | 13 | 34 | 21 | 62 | 59 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.07 | -0.06 | 0.03 |
1 Week | 0.84 | -0.32 | -0.09 |
1 Month | 1.06 | 0.43 | 0.61 |
3 Months | 1.96 | -0.13 | -0.29 |
6 Months | 4.81 | 0.48 | -0.61 |
YTD | 6.19 | 0.31 | -1.00 |
1 Year | 8.39 | -1.31 | -3.35 |
3 Years Annualised | 3.00 | 2.35 | 0.34 |
5 Years Annualised | 5.58 | 2.35 | 1.52 |
10 Years Annualised | - | - | - |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.49 | 1.93 | - | - |
2023 | 1.98 | -0.45 | 0.47 | 3.18 |
2022 | 0.09 | -4.61 | -0.34 | 0.51 |
2021 | -0.57 | 5.37 | 2.64 | 2.68 |
2020 | 0.15 | 7.44 | 2.70 | 0.64 |
2019 | - | 4.98 | 2.53 | -0.18 |
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