IFSL atomos Conservative Fund Class A GBP IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2021 | 2022 | 2023 | 30/06 | |||||
Price Return | 3.20 | -11.50 | 6.80 | 0.62 | ||||
+/- Category | -0.24 | -1.22 | 0.52 | -1.92 | ||||
+/- Category Index | -0.49 | -0.43 | -0.93 | -2.15 | ||||
% Rank in Category | 61 | 65 | 42 | 94 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.06 | -0.08 | 0.10 |
1 Week | 0.62 | 0.16 | 0.32 |
1 Month | 0.78 | -0.27 | 0.13 |
3 Months | 1.96 | -0.39 | -0.98 |
6 Months | 2.21 | -1.85 | -2.10 |
YTD | 1.56 | -1.67 | -2.02 |
1 Year | 6.46 | -2.11 | -2.80 |
3 Years Annualised | -1.35 | -1.16 | -1.64 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.62 | 0.00 | - | - |
2023 | 2.56 | -0.67 | -1.81 | 6.77 |
2022 | -2.59 | -6.37 | -5.83 | 3.03 |
2021 | 0.56 | 2.15 | 0.07 | 0.40 |
2020 | - | - | - | 5.50 |
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