Zurich Managed 1% AP Pension FundRegister 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 | 10.03 | -5.06 | 16.03 | 3.06 | 12.76 | -8.28 | 8.73 | 6.65 |
+/- Category | 2.58 | 0.42 | 3.62 | -1.03 | 4.70 | 2.18 | 1.19 | 2.62 |
+/- Category Index | - | - | - | -2.23 | 4.77 | 0.98 | -0.54 | 1.70 |
% Rank in Category | 7 | 42 | 5 | 44 | 2 | 26 | 27 | 4 |
Trailing Returns (GBP) | 05/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.09 | -0.11 | -0.04 |
1 Week | 0.37 | 0.09 | -0.16 |
1 Month | 1.36 | 0.43 | 0.41 |
3 Months | 3.71 | 1.78 | 1.20 |
6 Months | 8.54 | 3.10 | 1.85 |
YTD | 7.04 | 2.89 | 1.54 |
1 Year | 12.77 | 3.24 | 1.04 |
3 Years Annualised | 3.42 | 2.52 | 0.91 |
5 Years Annualised | 4.96 | 2.22 | 1.12 |
10 Years Annualised | 6.39 | 2.50 | 0.93 |
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 | 4.23 | 2.33 | - | - |
2023 | 2.62 | 0.49 | 1.00 | 4.39 |
2022 | -1.78 | -6.14 | -2.41 | 1.94 |
2021 | 2.78 | 4.95 | 1.72 | 2.77 |
2020 | -14.84 | 10.88 | 0.44 | 8.67 |
2019 | 6.06 | 4.40 | 2.72 | 2.01 |
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