Trojan Ethical Fund O AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 30/06 | ||||
Price Return | 10.94 | 10.14 | -4.59 | 5.16 | 4.36 | |||
+/- Category | 6.32 | 1.40 | 5.35 | -0.85 | 0.19 | |||
+/- Category Index | 5.65 | 2.14 | 4.67 | -4.10 | -0.59 | |||
% Rank in Category | 14 | 36 | 21 | 62 | 50 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.19 | 0.02 | 0.27 |
1 Week | -0.17 | -0.83 | -0.45 |
1 Month | 0.16 | -1.58 | -0.72 |
3 Months | 1.34 | -1.86 | -2.10 |
6 Months | 4.26 | -2.11 | -2.21 |
YTD | 4.22 | -1.31 | -1.54 |
1 Year | 8.39 | -1.98 | -3.79 |
3 Years Annualised | 2.54 | 1.43 | -0.14 |
5 Years Annualised | 5.22 | 1.97 | 1.31 |
10 Years Annualised | - | - | - |
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 | 2.44 | 1.88 | - | - |
2023 | 1.92 | -0.44 | 0.49 | 3.13 |
2022 | 0.03 | -4.66 | -0.40 | 0.45 |
2021 | -0.64 | 5.31 | 2.58 | 2.61 |
2020 | 0.08 | 7.37 | 2.64 | 0.58 |
2019 | - | 4.91 | 2.46 | -0.23 |
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