7IM Sustainable Balance Fund C IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 6.12 | -3.25 | 12.85 | 8.42 | 5.40 | -11.72 | 4.90 | 0.42 |
+/- Category | -1.33 | 2.23 | 0.43 | 4.33 | -2.66 | -1.26 | -2.63 | -1.44 |
+/- Category Index | - | - | - | 3.13 | -2.59 | -2.46 | -4.36 | -1.76 |
% Rank in Category | 73 | 11 | 42 | 15 | 85 | 70 | 85 | 86 |
Trailing Returns (GBP) | 20/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.14 | -0.12 | -0.12 |
1 Week | 0.24 | -0.14 | -0.09 |
1 Month | 3.85 | 0.57 | 0.69 |
3 Months | 3.61 | -0.37 | -0.49 |
6 Months | 7.93 | -0.29 | -0.54 |
YTD | 3.09 | -1.04 | -1.61 |
1 Year | 5.33 | -3.64 | -5.33 |
3 Years Annualised | 0.08 | -1.82 | -3.11 |
5 Years Annualised | 3.01 | -0.33 | -1.50 |
10 Years Annualised | 4.34 | 0.29 | -1.20 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.24 | - | - | - |
2023 | 1.32 | -0.41 | -2.79 | 6.95 |
2022 | -4.34 | -7.28 | -3.90 | 3.57 |
2021 | -0.14 | 3.17 | 1.13 | 1.16 |
2020 | -8.31 | 10.55 | 1.29 | 5.59 |
2019 | 5.10 | 3.83 | 2.63 | 0.76 |
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