Premier Miton Multi-Asset Growth & Income B accumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017* | 2018* | 2019* | 2020* | 2021* | 2022 | 2023 | 31/07 | |
Price Return | 12.15 | -7.30 | 14.58 | 1.22 | 8.38 | -10.92 | 5.71 | 6.67 |
+/- Category | 2.15 | -0.94 | -1.09 | -4.03 | -2.76 | -0.84 | -2.65 | 0.16 |
+/- Category Index | - | - | - | -3.30 | -3.89 | -3.65 | -4.95 | -1.65 |
% Rank in Category | 18 | 67 | 67 | 81 | 82 | 67 | 84 | 47 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.76 | 0.21 | 0.37 |
1 Week | 1.70 | 0.22 | -0.32 |
1 Month | -3.51 | -2.81 | -3.19 |
3 Months | -4.09 | -4.23 | -5.00 |
6 Months | 3.65 | -1.87 | -2.88 |
YTD | 4.14 | -1.57 | -3.48 |
1 Year | 10.80 | -0.39 | -2.76 |
3 Years Annualised | -0.27 | -2.05 | -4.53 |
5 Years Annualised* | 2.57 | -1.99 | -3.47 |
10 Years Annualised* | 5.12 | -0.48 | -1.86 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.37 | 1.81 | - | - |
2023 | -1.27 | 0.77 | 2.11 | 4.06 |
2022 | -2.66 | -7.73 | -2.71 | 1.94 |
2021 | 1.95* | 2.58* | 0.41 | 3.21 |
2020 | -20.82* | 13.79* | 0.84* | 11.40* |
2019 | 5.46* | 3.73* | 0.86* | 3.85* |
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