Scottish Friendly Managed Growth 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 | 16.68 | -16.32 | 14.34 | 9.61 | 13.37 | -2.70 | 7.98 | 7.95 |
+/- Category | 6.68 | -9.96 | -1.33 | 4.36 | 2.23 | 7.38 | -0.39 | 1.45 |
+/- Category Index | - | - | - | 5.09 | 1.11 | 4.57 | -2.69 | -0.36 |
% Rank in Category | 3 | 100 | 68 | 18 | 24 | 5 | 55 | 19 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.30 | 1.24 | 0.59 |
1 Week | 1.59 | 0.00 | -0.27 |
1 Month | -1.51 | -0.27 | -0.82 |
3 Months | -3.22 | -2.74 | -3.90 |
6 Months | 5.23 | 0.48 | -1.75 |
YTD | 5.63 | 0.50 | -1.58 |
1 Year | 10.19 | -0.06 | -3.05 |
3 Years Annualised | 3.37 | 1.79 | -0.75 |
5 Years Annualised | 8.13 | 3.70 | 2.41 |
10 Years Annualised | 6.16 | 0.56 | -0.81 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.06 | 0.57 | - | - |
2023 | 1.17 | 0.69 | 2.44 | 3.47 |
2022 | -0.97 | -6.29 | -0.70 | 5.58 |
2021 | 2.13 | 6.94 | 3.33 | 0.46 |
2020 | -19.85 | 20.32 | 5.60 | 7.63 |
2019 | 8.32 | 1.86 | -1.79 | 5.52 |
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