Royal London UK Income with Growth TrustRegister 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 | 6.87 | -9.33 | 18.14 | -6.19 | 12.60 | 0.27 | 4.97 | 6.15 |
+/- Category | -3.13 | -2.97 | 2.47 | -11.43 | 1.46 | 10.35 | -3.40 | 0.18 |
+/- Category Index | - | - | - | -10.70 | 0.34 | 7.53 | -5.70 | -0.89 |
% Rank in Category | 91 | 88 | 19 | 98 | 34 | 2 | 89 | 46 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.14 | -0.32 | -0.02 |
1 Week | 0.46 | 0.04 | 0.20 |
1 Month | 2.68 | 1.15 | 1.58 |
3 Months | 5.38 | 2.34 | 1.47 |
6 Months | 8.85 | 1.17 | 0.24 |
YTD | 7.69 | 1.03 | -0.14 |
1 Year | 16.48 | 3.60 | 1.41 |
3 Years Annualised | 5.62 | 2.95 | 0.58 |
5 Years Annualised | 4.90 | 0.34 | -0.84 |
10 Years Annualised | 4.57 | -1.21 | -2.54 |
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 | 2.08 | 3.99 | - | - |
2023 | 0.55 | -3.32 | 2.94 | 4.89 |
2022 | 2.89 | -5.94 | -5.77 | 9.94 |
2021 | 3.44 | 4.26 | 1.80 | 2.56 |
2020 | -21.39 | 10.18 | -5.19 | 14.25 |
2019 | 9.37 | 0.35 | 2.91 | 4.59 |
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