EdenTree Responsible & Sustainable Managed Income CRegister 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 | 8.57 | -5.20 | 13.61 | -5.55 | 16.73 | -7.21 | 7.38 | 5.37 |
+/- Category | -1.44 | 1.17 | -2.06 | -10.80 | 5.59 | 2.87 | -0.98 | -1.13 |
+/- Category Index | - | - | - | -10.07 | 4.47 | 0.05 | -3.29 | -2.94 |
% Rank in Category | 75 | 30 | 76 | 97 | 5 | 22 | 65 | 76 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.76 | 0.22 | 0.38 |
1 Week | 1.74 | 0.26 | -0.28 |
1 Month | 1.43 | 2.12 | 1.74 |
3 Months | 1.14 | 1.00 | 0.23 |
6 Months | 8.05 | 2.54 | 1.53 |
YTD | 5.08 | -0.64 | -2.55 |
1 Year | 12.07 | 0.87 | -1.49 |
3 Years Annualised | 2.34 | 0.55 | -1.92 |
5 Years Annualised | 4.48 | -0.07 | -1.56 |
10 Years Annualised | 4.59 | -1.01 | -2.39 |
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 | 1.48 | 0.25 | - | - |
2023 | 2.18 | -1.63 | 0.97 | 5.80 |
2022 | -1.77 | -4.59 | -9.20 | 9.04 |
2021 | 6.20 | 4.96 | 0.31 | 4.40 |
2020 | -20.93 | 9.80 | -2.45 | 11.51 |
2019 | 5.28 | 3.05 | 0.65 | 4.03 |
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