7IM Balanced Fund X 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 | 6.70 | -6.86 | 5.42 | 3.18 | ||||
+/- Category | -1.37 | 3.60 | -2.11 | -0.85 | ||||
+/- Category Index | -1.30 | 2.40 | -3.85 | -1.77 | ||||
% Rank in Category | 69 | 16 | 79 | 72 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.36 | 0.21 | 0.44 |
1 Week | 0.58 | 0.06 | 0.30 |
1 Month | 0.91 | -0.52 | 0.03 |
3 Months | 1.70 | -1.17 | -1.74 |
6 Months | 5.09 | -0.65 | -1.37 |
YTD | 4.12 | -0.73 | -1.64 |
1 Year | 9.72 | -0.71 | -2.46 |
3 Years Annualised | 1.15 | 0.02 | -1.52 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.81 | 0.36 | - | - |
2023 | 0.33 | -0.22 | -0.45 | 5.77 |
2022 | -3.15 | -5.68 | -2.24 | 4.30 |
2021 | 1.13 | 4.09 | 0.40 | 0.95 |
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