Trojan Ethical Fund X AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2021 | 2022 | 2023 | 31/07 | |||||
Price Return | 10.31 | -4.44 | 5.10 | 4.78 | ||||
+/- Category | 1.57 | 5.51 | -0.91 | -0.18 | ||||
+/- Category Index | 2.31 | 4.82 | -4.16 | -1.58 | ||||
% Rank in Category | 35 | 21 | 63 | 55 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.16 | 0.02 | -0.45 |
1 Week | 0.30 | -0.93 | -1.09 |
1 Month | 1.05 | 2.20 | 1.02 |
3 Months | 1.16 | 1.02 | -0.29 |
6 Months | 4.93 | 0.53 | -1.27 |
YTD | 5.18 | 1.13 | -0.69 |
1 Year | 8.68 | 0.06 | -3.01 |
3 Years Annualised | 2.91 | 2.59 | 0.77 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.46 | 1.91 | - | - |
2023 | 1.96 | -0.51 | 0.44 | 3.17 |
2022 | 0.08 | -4.63 | -0.37 | 0.49 |
2021 | -0.59 | 5.34 | 2.62 | 2.65 |
2020 | - | 7.41 | 2.68 | 0.61 |
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