7IM Balanced Fund D IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 5.74 | -8.13 | 10.07 | 8.38 | 5.83 | -7.70 | 4.47 | 2.67 |
+/- Category | -1.71 | -2.65 | -2.34 | 4.30 | -2.24 | 2.75 | -3.06 | -1.36 |
+/- Category Index | - | - | - | 3.09 | -2.17 | 1.55 | -4.79 | -2.28 |
% Rank in Category | 79 | 91 | 82 | 15 | 81 | 22 | 88 | 80 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.36 | 0.21 | 0.43 |
1 Week | 0.56 | 0.04 | 0.28 |
1 Month | 0.83 | -0.60 | -0.05 |
3 Months | 1.47 | -1.40 | -1.97 |
6 Months | 4.61 | -1.14 | -1.86 |
YTD | 3.59 | -1.26 | -2.17 |
1 Year | 8.70 | -1.73 | -3.48 |
3 Years Annualised | 0.28 | -0.85 | -2.39 |
5 Years Annualised | 2.95 | -0.02 | -0.96 |
10 Years Annualised | 3.33 | -0.73 | -2.23 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.56 | 0.11 | - | - |
2023 | 0.04 | -0.48 | -0.56 | 5.53 |
2022 | -3.43 | -5.92 | -2.39 | 4.09 |
2021 | 0.84 | 3.80 | 0.15 | 0.96 |
2020 | -11.66 | 12.37 | 2.24 | 6.80 |
2019 | 5.60 | 2.17 | 1.47 | 0.55 |
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