7IM Balanced Fund B AccRegister to Unlock Ratings |
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 | 6.00 | -7.87 | 10.18 | 8.59 | 5.89 | -7.52 | 4.69 | 3.89 |
+/- Category | -1.45 | -2.38 | -2.23 | 4.50 | -2.18 | 2.93 | -2.84 | -1.18 |
+/- Category Index | - | - | - | 3.30 | -2.11 | 1.73 | -4.58 | -2.47 |
% Rank in Category | 75 | 89 | 81 | 14 | 80 | 21 | 86 | 81 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.21 | -0.21 | -0.13 |
1 Week | 1.51 | 0.34 | -0.16 |
1 Month | 0.13 | 0.21 | -0.24 |
3 Months | -0.07 | -1.06 | -1.74 |
6 Months | 4.44 | -0.66 | -1.41 |
YTD | 3.49 | -1.13 | -2.74 |
1 Year | 8.07 | -1.88 | -3.94 |
3 Years Annualised | 0.03 | -0.60 | -2.22 |
5 Years Annualised | 3.21 | 0.18 | -0.88 |
10 Years Annualised | 3.48 | -0.53 | -2.02 |
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 | 2.62 | 0.17 | - | - |
2023 | 0.12 | -0.42 | -0.55 | 5.58 |
2022 | -3.38 | -5.86 | -2.35 | 4.12 |
2021 | 0.85 | 3.87 | 0.21 | 0.88 |
2020 | -11.62 | 12.44 | 2.27 | 6.84 |
2019 | 5.61 | 2.25 | 1.52 | 0.50 |
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