IFSL Wise Multi-Asset Income B AccRegister 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 | 15.77 | -12.03 | 21.46 | -9.94 | 21.59 | -3.72 | 7.17 | 7.14 |
+/- Category | 5.77 | -5.66 | 5.79 | -15.19 | 10.45 | 6.36 | -1.19 | 0.63 |
+/- Category Index | - | - | - | -14.46 | 9.33 | 3.54 | -3.49 | -1.18 |
% Rank in Category | 5 | 97 | 5 | 99 | 1 | 7 | 68 | 36 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.03 | -0.57 | -0.42 |
1 Week | 1.45 | -0.03 | -0.57 |
1 Month | 0.07 | 0.76 | 0.38 |
3 Months | 1.40 | 1.26 | 0.49 |
6 Months | 9.68 | 4.16 | 3.15 |
YTD | 5.36 | -0.35 | -2.26 |
1 Year | 13.92 | 2.73 | 0.37 |
3 Years Annualised | 3.92 | 2.14 | -0.34 |
5 Years Annualised | 6.78 | 2.22 | 0.74 |
10 Years Annualised | 6.39 | 0.79 | -0.59 |
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 | -1.35 | 4.38 | - | - |
2023 | -0.88 | -1.09 | 0.43 | 8.85 |
2022 | 1.83 | -6.03 | -5.80 | 6.81 |
2021 | 7.48 | 4.77 | 2.51 | 5.33 |
2020 | -35.30 | 14.00 | -2.92 | 25.77 |
2019 | 8.10 | 0.33 | -0.24 | 12.26 |
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