EdenTree Responsible & Sustainable Managed Income ARegister 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 | 8.31 | -5.47 | 13.27 | -5.80 | 16.35 | -7.48 | 7.02 | 1.71 |
+/- Category | -1.69 | 0.90 | -2.40 | -11.05 | 5.21 | 2.61 | -1.34 | -4.26 |
+/- Category Index | - | - | - | -10.32 | 4.08 | -0.21 | -3.65 | -5.33 |
% Rank in Category | 77 | 36 | 81 | 97 | 6 | 25 | 70 | 97 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.00 | -0.18 | 0.12 |
1 Week | 0.57 | 0.15 | 0.31 |
1 Month | 3.33 | 1.80 | 2.23 |
3 Months | 4.18 | 1.14 | 0.28 |
6 Months | 4.36 | -3.31 | -4.25 |
YTD | 3.56 | -3.10 | -4.27 |
1 Year | 11.27 | -1.60 | -3.79 |
3 Years Annualised | 2.38 | -0.30 | -2.66 |
5 Years Annualised | 3.13 | -1.43 | -2.61 |
10 Years Annualised | 4.17 | -1.61 | -2.94 |
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 | 1.38 | 0.33 | - | - |
2023 | 2.00 | -1.65 | 0.85 | 5.80 |
2022 | -1.88 | -4.62 | -9.33 | 9.03 |
2021 | 6.08 | 4.92 | 0.22 | 4.31 |
2020 | -21.00 | 9.70 | -2.45 | 11.43 |
2019 | 5.22 | 2.94 | 0.60 | 3.96 |
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