7IM AAP Moderately Adventurous Fund A 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 | 9.36 | -7.10 | 11.61 | 5.30 | 10.02 | -5.52 | 3.66 | 3.43 |
+/- Category | -0.65 | -0.73 | -4.06 | 0.05 | -1.12 | 4.56 | -4.70 | -0.86 |
+/- Category Index | - | - | - | 0.78 | -2.24 | 1.75 | -7.01 | -1.67 |
% Rank in Category | 61 | 64 | 92 | 48 | 68 | 11 | 95 | 76 |
Trailing Returns (GBP) | 24/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.39 | 0.43 | -0.37 |
1 Week | 1.21 | 0.27 | -0.45 |
1 Month | -0.61 | 0.31 | -0.45 |
3 Months | 4.07 | 0.53 | -0.51 |
6 Months | 9.67 | -1.53 | -3.52 |
YTD | 2.67 | -0.10 | -1.74 |
1 Year | 4.80 | -3.37 | -6.97 |
3 Years Annualised | 1.80 | -0.30 | -2.71 |
5 Years Annualised | 3.67 | -0.59 | -2.11 |
10 Years Annualised | 4.65 | -0.79 | -2.28 |
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 | 3.43 | - | - | - |
2023 | 0.23 | -0.09 | -0.48 | 4.01 |
2022 | -2.35 | -6.50 | 0.01 | 3.48 |
2021 | 2.61 | 4.24 | 0.94 | 1.91 |
2020 | -13.77 | 12.74 | 0.47 | 7.81 |
2019 | 6.10 | 2.95 | 1.86 | 0.32 |
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