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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 | 8.61 | -4.65 | 12.68 | -1.68 | 8.25 | -7.65 | 4.95 | 4.56 |
+/- Category | 1.16 | 0.83 | 0.26 | -5.77 | 0.19 | 2.81 | -2.58 | -0.50 |
+/- Category Index | - | - | - | -6.97 | 0.26 | 1.61 | -4.32 | -1.80 |
% Rank in Category | 30 | 38 | 44 | 92 | 48 | 22 | 84 | 64 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.17 | 0.03 | -0.43 |
1 Week | 1.22 | 0.10 | -0.17 |
1 Month | -0.02 | 0.48 | -0.06 |
3 Months | 0.62 | 0.11 | -0.83 |
6 Months | 6.03 | 1.54 | -0.16 |
YTD | 4.05 | -0.11 | -1.82 |
1 Year | 9.20 | 0.00 | -2.48 |
3 Years Annualised | 0.21 | -0.26 | -1.92 |
5 Years Annualised | 2.41 | -0.53 | -1.47 |
10 Years Annualised | 3.85 | -0.17 | -1.64 |
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 | 0.82 | 1.47 | - | - |
2023 | -0.19 | -0.65 | 0.19 | 5.63 |
2022 | -2.19 | -4.60 | -5.40 | 4.61 |
2021 | 2.10 | 3.76 | 1.24 | 0.93 |
2020 | -20.78 | 12.67 | 0.24 | 9.89 |
2019 | 5.58 | 2.45 | 0.77 | 3.37 |
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