VT AJ Bell Income & Growth Fund I GBP AccRegister 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 | -5.70 | 13.25 | -1.10 | 7.67 | 7.00 | |||
+/- Category | -12.61 | -0.32 | 8.69 | -1.76 | -0.56 | |||
+/- Category Index | -11.69 | -3.07 | 4.74 | -4.74 | -2.35 | |||
% Rank in Category | 99 | 59 | 4 | 74 | 65 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.08 | -0.08 | 0.19 |
1 Week | 0.75 | 0.33 | 0.49 |
1 Month | 1.95 | 0.23 | 0.59 |
3 Months | 3.56 | 0.38 | -0.91 |
6 Months | 8.88 | -0.39 | -2.01 |
YTD | 7.61 | -0.58 | -2.52 |
1 Year | 15.48 | 0.52 | -2.76 |
3 Years Annualised | 6.38 | 2.71 | -0.93 |
5 Years Annualised | 4.80 | -1.10 | -3.10 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.24 | 2.65 | - | - |
2023 | 1.57 | -0.67 | 1.57 | 5.07 |
2022 | 0.75 | -4.95 | 0.03 | 3.25 |
2021 | 5.00 | 2.52 | 1.93 | 3.21 |
2020 | -22.75 | 12.43 | -0.69 | 9.32 |
2019 | - | - | 2.62 | 2.54 |
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