7IM AAP Adventurous Fund D IncRegister 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 | 12.00 | -8.90 | 13.40 | 4.69 | 12.30 | -5.78 | 3.31 | 3.02 |
+/- Category | -0.70 | -1.70 | -4.65 | -2.22 | -1.27 | 4.01 | -6.12 | -2.45 |
+/- Category Index | - | - | - | -1.30 | -4.02 | 0.06 | -9.11 | -3.81 |
% Rank in Category | 62 | 77 | 95 | 63 | 70 | 16 | 97 | 91 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.26 | 0.11 | 0.36 |
1 Week | 1.10 | 0.17 | 0.29 |
1 Month | -1.14 | -0.11 | -0.33 |
3 Months | 3.22 | -1.66 | -2.01 |
6 Months | 9.23 | -3.41 | -4.78 |
YTD | 1.54 | -2.43 | -3.71 |
1 Year | 3.38 | -6.43 | -10.18 |
3 Years Annualised | 1.46 | -1.63 | -4.99 |
5 Years Annualised | 3.71 | -1.69 | -4.09 |
10 Years Annualised | 4.92 | -1.67 | -3.94 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.02 | - | - | - |
2023 | 0.61 | -0.55 | -1.00 | 4.29 |
2022 | -2.37 | -7.16 | 1.00 | 2.93 |
2021 | 3.42 | 4.64 | 1.22 | 2.52 |
2020 | -16.75 | 14.52 | 1.03 | 8.68 |
2019 | 7.08 | 3.44 | 1.48 | 0.89 |
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