VT AJ Bell Income & Growth Fund I GBP IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/07 | ||||
Price Return | -5.68 | 13.31 | -1.10 | 7.67 | 7.97 | |||
+/- Category | -12.58 | -0.26 | 8.69 | -1.76 | 0.29 | |||
+/- Category Index | -11.67 | -3.01 | 4.74 | -4.75 | -2.39 | |||
% Rank in Category | 99 | 59 | 4 | 74 | 49 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.69 | 0.65 | 0.28 |
1 Week | 1.45 | -0.53 | -1.02 |
1 Month | -0.45 | 1.68 | 0.64 |
3 Months | -0.14 | 1.19 | -0.38 |
6 Months | 7.66 | 3.03 | 0.74 |
YTD | 7.05 | 1.34 | -2.01 |
1 Year | 13.59 | 2.71 | -1.59 |
3 Years Annualised | 5.80 | 3.65 | -0.38 |
5 Years Annualised | 5.27 | -0.27 | -3.00 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.24 | 2.65 | - | - |
2023 | 1.57 | -0.67 | 1.56 | 5.07 |
2022 | 0.74 | -4.95 | 0.03 | 3.26 |
2021 | 5.02 | 2.53 | 1.95 | 3.22 |
2020 | -22.73 | 12.42 | -0.69 | 9.34 |
2019 | - | - | 2.62 | 2.54 |
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