7IM AAP Moderately Adventurous Fund C AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 9.80 | -6.73 | 12.07 | 5.73 | 10.46 | -5.14 | 4.11 | 3.53 |
+/- Category | -0.20 | -0.36 | -3.60 | 0.48 | -0.68 | 4.94 | -4.25 | -0.76 |
+/- Category Index | - | - | - | 1.21 | -1.80 | 2.12 | -6.56 | -1.57 |
% Rank in Category | 53 | 57 | 90 | 46 | 62 | 9 | 94 | 74 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.30 | -0.26 | -1.06 |
1 Week | 0.93 | -0.01 | -0.73 |
1 Month | -1.03 | -0.11 | -0.87 |
3 Months | 3.44 | -0.10 | -1.14 |
6 Months | 9.07 | -2.14 | -4.13 |
YTD | 2.18 | -0.60 | -2.24 |
1 Year | 5.10 | -3.07 | -6.67 |
3 Years Annualised | 1.91 | -0.19 | -2.60 |
5 Years Annualised | 4.03 | -0.23 | -1.75 |
10 Years Annualised | 5.07 | -0.38 | -1.86 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.53 | - | - | - |
2023 | 0.33 | 0.00 | -0.38 | 4.16 |
2022 | -2.24 | -6.41 | 0.09 | 3.58 |
2021 | 2.73 | 4.35 | 1.08 | 1.95 |
2020 | -13.69 | 12.85 | 0.59 | 7.91 |
2019 | 6.21 | 3.05 | 1.97 | 0.42 |
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