McInroy & Wood Balanced Fund AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017* | 2018* | 2019* | 2020* | 2021* | 2022* | 2023* | 30/06* | |
Price Return | 4.85 | -3.08 | 10.46 | 10.43 | 9.76 | -5.53 | 3.64 | 1.45 |
+/- Category | -5.15 | 3.29 | -5.21 | 5.18 | -1.38 | 4.56 | -4.73 | -4.52 |
+/- Category Index | - | - | - | 5.91 | -2.51 | 1.74 | -7.03 | -5.59 |
% Rank in Category | 98 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.37 | 0.19 | 0.49 |
1 Week | 0.62 | 0.20 | 0.36 |
1 Month | 0.30 | -1.22 | -0.80 |
3 Months* | 0.34 | -2.70 | -3.57 |
6 Months* | 2.79 | -4.89 | -5.82 |
YTD* | 1.51 | -5.15 | -6.32 |
1 Year* | 5.82 | -7.06 | -9.25 |
3 Years Annualised* | 1.31 | -1.36 | -3.73 |
5 Years Annualised* | 3.40 | -1.16 | -2.34 |
10 Years Annualised* | 5.43 | -0.36 | -1.68 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.85* | -0.39* | - | - |
2023 | 2.32* | -1.86* | -1.72* | 5.02* |
2022 | -2.82* | -5.31* | 2.26* | 0.40* |
2021 | -2.59* | 6.53* | 3.08* | 2.61* |
2020 | -9.48* | 14.44* | 2.47* | 4.03* |
2019 | 4.77* | 6.67* | 0.12* | -1.29* |
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