7IM Balanced Fund C 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 | 6.26 | -7.67 | 10.44 | 8.81 | 6.15 | -7.33 | 4.88 | 4.01 |
+/- Category | -1.19 | -2.19 | -1.97 | 4.73 | -1.92 | 3.13 | -2.65 | -1.05 |
+/- Category Index | - | - | - | 3.52 | -1.85 | 1.93 | -4.38 | -2.35 |
% Rank in Category | 69 | 88 | 78 | 13 | 77 | 20 | 85 | 78 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.21 | -0.21 | -0.13 |
1 Week | 1.51 | 0.34 | -0.16 |
1 Month | 0.14 | 0.22 | -0.23 |
3 Months | -0.02 | -1.01 | -1.69 |
6 Months | 4.54 | -0.56 | -1.31 |
YTD | 3.61 | -1.00 | -2.62 |
1 Year | 8.28 | -1.67 | -3.73 |
3 Years Annualised | 0.22 | -0.41 | -2.03 |
5 Years Annualised | 3.42 | 0.39 | -0.67 |
10 Years Annualised | 3.71 | -0.30 | -1.79 |
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 | 2.68 | 0.22 | - | - |
2023 | 0.17 | -0.36 | -0.53 | 5.64 |
2022 | -3.30 | -5.83 | -2.29 | 4.15 |
2021 | 0.96 | 3.93 | 0.27 | 0.89 |
2020 | -11.56 | 12.44 | 2.36 | 6.90 |
2019 | 5.72 | 2.30 | 1.59 | 0.51 |
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