IFSL Wise Multi-Asset Income B 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 | 15.77 | -12.03 | 21.44 | -9.96 | 21.58 | -3.71 | 7.06 | 2.95 |
+/- Category | 5.77 | -5.66 | 5.77 | -15.21 | 10.44 | 6.37 | -1.31 | -3.02 |
+/- Category Index | - | - | - | -14.48 | 9.31 | 3.55 | -3.61 | -4.09 |
% Rank in Category | 5 | 97 | 5 | 99 | 1 | 7 | 69 | 93 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.16 | -0.02 | 0.28 |
1 Week | 1.18 | 0.76 | 0.92 |
1 Month | 3.55 | 2.02 | 2.45 |
3 Months | 5.88 | 2.84 | 1.97 |
6 Months | 7.12 | -0.55 | -1.48 |
YTD | 5.44 | -1.22 | -2.39 |
1 Year | 15.11 | 2.24 | 0.05 |
3 Years Annualised | 5.23 | 2.56 | 0.19 |
5 Years Annualised | 5.87 | 1.32 | 0.13 |
10 Years Annualised | 6.37 | 0.58 | -0.74 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -1.35 | 4.37 | - | - |
2023 | -0.88 | -1.11 | 0.33 | 8.87 |
2022 | 1.78 | -5.99 | -5.79 | 6.82 |
2021 | 7.47 | 4.81 | 2.49 | 5.32 |
2020 | -35.32 | 14.05 | -2.93 | 25.75 |
2019 | 8.06 | 0.34 | -0.24 | 12.27 |
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