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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 | 9.05 | -4.26 | 13.11 | -1.27 | 8.69 | -7.36 | 5.39 | 4.82 |
+/- Category | 1.61 | 1.22 | 0.70 | -5.36 | 0.62 | 3.10 | -2.14 | -0.24 |
+/- Category Index | - | - | - | -6.56 | 0.70 | 1.90 | -3.88 | -1.54 |
% Rank in Category | 24 | 30 | 38 | 90 | 43 | 20 | 80 | 55 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.17 | 0.03 | -0.16 |
1 Week | 1.23 | 0.11 | -0.44 |
1 Month | 0.03 | 0.54 | -0.33 |
3 Months | 0.70 | 0.19 | -0.97 |
6 Months | 6.24 | 1.74 | 0.39 |
YTD | 4.31 | 0.15 | -1.92 |
1 Year | 9.64 | 0.44 | -2.37 |
3 Years Annualised* | 0.60 | 0.12 | -1.66 |
5 Years Annualised* | 2.81 | -0.13 | -1.28 |
10 Years Annualised* | 4.28 | 0.26 | -1.22 |
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 | 0.91 | 1.58 | - | - |
2023 | -0.08 | -0.54 | 0.27 | 5.75 |
2022 | -2.16* | -4.48 | -5.30 | 4.68 |
2021 | 2.21* | 3.84* | 1.38* | 1.02* |
2020 | -20.68* | 12.77* | 0.34* | 9.99* |
2019 | 5.68* | 2.54* | 0.87* | 3.48* |
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