IFSL Marlborough Balanced A AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
|
Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 10.41 | -8.26 | 16.94 | 3.01 | 11.28 | -10.66 | 7.49 | 6.28 |
+/- Category | 0.41 | -1.89 | 1.27 | -2.24 | 0.13 | -0.58 | -0.87 | -0.22 |
+/- Category Index | - | - | - | -1.51 | -0.99 | -3.39 | -3.17 | -2.03 |
% Rank in Category | 43 | 79 | 31 | 68 | 50 | 64 | 63 | 58 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.53 | 0.48 | -0.18 |
1 Week | 1.38 | -0.21 | -0.48 |
1 Month | -0.79 | 0.45 | -0.10 |
3 Months | -0.04 | 0.44 | -0.71 |
6 Months | 5.11 | 0.37 | -1.86 |
YTD | 5.72 | 0.59 | -1.48 |
1 Year | 10.60 | 0.35 | -2.64 |
3 Years Annualised | 0.97 | -0.62 | -3.15 |
5 Years Annualised | 3.82 | -0.60 | -1.89 |
10 Years Annualised | 5.41 | -0.20 | -1.57 |
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 | 4.81 | 1.44 | - | - |
2023 | 1.66 | 0.76 | -0.25 | 5.20 |
2022 | -5.00 | -6.09 | -1.59 | 1.76 |
2021 | 2.85 | 4.86 | 1.13 | 2.02 |
2020 | -15.95 | 13.56 | 1.96 | 5.86 |
2019 | 5.63 | 5.86 | 1.81 | 2.72 |
|
Advertisement |