VT AJ Bell Responsible Growth I GBP AccumulationRegister 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 | 13.92 | -10.73 | 10.24 | 6.91 | ||||
+/- Category | 0.35 | -0.93 | 0.81 | -0.65 | ||||
+/- Category Index | -2.40 | -4.88 | -2.18 | -2.44 | ||||
% Rank in Category | 52 | 63 | 44 | 67 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.15 | -0.01 | 0.26 |
1 Week | 0.70 | 0.29 | 0.45 |
1 Month | 2.99 | 1.26 | 1.63 |
3 Months | 5.02 | 1.85 | 0.56 |
6 Months | 10.14 | 0.88 | -0.74 |
YTD | 8.15 | -0.04 | -1.98 |
1 Year | 14.27 | -0.69 | -3.97 |
3 Years Annualised | 3.77 | 0.10 | -3.54 |
5 Years Annualised | - | - | - |
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 | 4.12 | 2.68 | - | - |
2023 | 4.43 | 0.20 | 0.12 | 5.23 |
2022 | -2.69 | -8.49 | -1.04 | 1.31 |
2021 | 3.62 | 4.55 | 1.29 | 3.83 |
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