Premier Miton Multi-Asset Monthly Income B accumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
|
Annual Returns (GBP) | 31/07/2024 | |||||||
2017* | 2018* | 2019* | 2020* | 2021* | 2022 | 2023 | 31/07 | |
Price Return | 8.29 | -3.38 | 11.72 | -1.74 | 11.23 | -7.17 | 4.59 | 3.86 |
+/- Category | 0.84 | 2.10 | -0.70 | -5.82 | 3.16 | 3.29 | -2.94 | -1.21 |
+/- Category Index | - | - | - | -7.03 | 3.23 | 2.09 | -4.67 | -2.50 |
% Rank in Category | 35 | 14 | 61 | 92 | 15 | 19 | 87 | 81 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.13 | -0.01 | -0.21 |
1 Week | 1.24 | 0.12 | -0.43 |
1 Month | 0.13 | 0.63 | -0.24 |
3 Months | 0.71 | 0.20 | -0.96 |
6 Months | 5.93 | 1.44 | 0.09 |
YTD | 3.26 | -0.90 | -2.97 |
1 Year | 8.45 | -0.75 | -3.56 |
3 Years Annualised | 0.50 | 0.02 | -1.75 |
5 Years Annualised* | 2.95 | 0.01 | -1.14 |
10 Years Annualised* | 3.96 | -0.06 | -1.54 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -0.07 | 1.40 | - | - |
2023 | -0.28 | -1.05 | 0.49 | 5.47 |
2022 | -1.55 | -4.20 | -5.82 | 4.51 |
2021 | 2.57* | 4.10* | 2.22 | 1.91 |
2020 | -20.34* | 11.49* | 0.50* | 10.08* |
2019 | 5.02* | 2.00* | 0.32* | 3.96* |
|
Advertisement |