7IM AAP Adventurous Fund D 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 | 11.35 | -8.88 | 13.41 | 4.61 | 12.36 | -5.81 | 2.86 | 3.54 |
+/- Category | -1.36 | -1.68 | -4.65 | -2.30 | -1.20 | 3.99 | -6.57 | -1.93 |
+/- Category Index | - | - | - | -1.38 | -3.95 | 0.03 | -9.56 | -3.29 |
% Rank in Category | 74 | 77 | 95 | 64 | 70 | 16 | 97 | 88 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.26 | 0.11 | 0.37 |
1 Week | 1.12 | 0.19 | 0.30 |
1 Month | -1.10 | -0.08 | -0.30 |
3 Months | 3.73 | -1.16 | -1.51 |
6 Months | 9.48 | -3.17 | -4.53 |
YTD | 2.09 | -1.88 | -3.16 |
1 Year | 3.49 | -6.32 | -10.07 |
3 Years Annualised | 1.48 | -1.61 | -4.97 |
5 Years Annualised | 3.72 | -1.68 | -4.07 |
10 Years Annualised | 4.83 | -1.75 | -4.02 |
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 | 3.54 | - | - | - |
2023 | 0.61 | -0.52 | -1.15 | 3.97 |
2022 | -2.38 | -7.17 | 1.00 | 2.90 |
2021 | 3.50 | 4.64 | 1.21 | 2.51 |
2020 | -16.75 | 14.53 | 0.97 | 8.66 |
2019 | 7.07 | 3.43 | 1.49 | 0.89 |
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