Balanced Index Sub-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 | 11.88 | -5.80 | 16.96 | 2.36 | 15.77 | -15.34 | 16.90 | 9.64 |
+/- Category | -0.83 | 1.40 | -1.09 | -4.54 | 2.20 | -5.54 | 7.47 | 2.07 |
+/- Category Index | - | - | - | -3.62 | -0.55 | -9.49 | 4.49 | 0.29 |
% Rank in Category | 47 | 38 | 50 | 84 | 27 | 89 | 3 | 8 |
Trailing Returns (GBP) | 25/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.42 | -0.33 | -1.42 |
1 Week | -1.82 | -0.59 | -1.97 |
1 Month | -1.02 | 0.12 | -0.44 |
3 Months | 4.32 | 2.23 | 1.68 |
6 Months | 8.45 | 1.80 | -0.34 |
YTD | 8.83 | 2.79 | -0.22 |
1 Year | 14.50 | 4.07 | 0.07 |
3 Years Annualised | 4.11 | 1.37 | -2.62 |
5 Years Annualised | 5.50 | 0.30 | -2.01 |
10 Years Annualised | 7.09 | 0.53 | -1.79 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.09 | 2.38 | - | - |
2023 | 5.73 | 3.13 | -0.96 | 8.25 |
2022 | -4.14 | -11.47 | -4.82 | 4.82 |
2021 | 2.03 | 6.26 | 0.85 | 5.88 |
2020 | -16.30 | 12.59 | -0.25 | 8.89 |
2019 | 7.78 | 4.22 | 2.56 | 1.53 |
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