BlackRock Balanced Growth Portfolio A IncRegister 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 | 10.87 | -5.95 | 17.10 | 11.42 | 13.93 | -10.60 | 7.77 | 6.90 |
+/- Category | 0.86 | 0.42 | 1.43 | 6.17 | 2.78 | -0.52 | -0.60 | 0.40 |
+/- Category Index | - | - | - | 6.90 | 1.66 | -3.34 | -2.90 | -1.41 |
% Rank in Category | 37 | 46 | 30 | 11 | 19 | 63 | 60 | 41 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.98 | 0.93 | 0.60 |
1 Week | 1.87 | 0.28 | -0.16 |
1 Month | -1.51 | -0.26 | -1.19 |
3 Months | -0.15 | 0.33 | -1.06 |
6 Months | 5.94 | 1.20 | -0.58 |
YTD | 6.31 | 1.18 | -1.32 |
1 Year | 12.17 | 1.92 | -1.39 |
3 Years Annualised | 1.71 | 0.12 | -2.55 |
5 Years Annualised | 5.73 | 1.30 | -0.31 |
10 Years Annualised | 6.49 | 0.88 | -0.49 |
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 | 4.73 | 2.68 | - | - |
2023 | 1.82 | 0.93 | -1.18 | 6.12 |
2022 | -4.48 | -8.21 | 0.56 | 1.39 |
2021 | 2.78 | 5.11 | 2.00 | 3.37 |
2020 | -11.56 | 14.79 | 2.15 | 7.44 |
2019 | 6.50 | 5.97 | 1.89 | 1.84 |
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