7IM AAP Moderately Cautious Fund D AccRegister 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 | 2.55 | -5.70 | 6.75 | 5.32 | 2.10 | -9.86 | 3.26 | -0.17 |
+/- Category | -2.31 | -1.83 | -2.33 | 1.49 | -1.34 | 0.43 | -3.03 | -0.88 |
+/- Category Index | - | - | - | 0.16 | -1.59 | 1.21 | -4.48 | - |
% Rank in Category | 90 | 87 | 83 | 31 | 79 | 40 | 96 | - |
Trailing Returns (GBP) | 01/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.33 | -0.43 | 0.09 |
1 Week | -0.29 | -0.42 | 0.06 |
1 Month | -1.58 | -0.55 | -0.08 |
3 Months | 0.49 | -0.62 | -0.38 |
6 Months | 7.26 | -0.37 | -0.26 |
YTD | -0.50 | -1.12 | -0.99 |
1 Year | 2.60 | -2.24 | -2.44 |
3 Years Annualised | -2.04 | -1.47 | -1.85 |
5 Years Annualised | 0.37 | -1.04 | -1.51 |
10 Years Annualised | 1.24 | -1.37 | -2.28 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.10 | - | - | - |
2023 | -0.04 | -0.94 | -1.30 | 5.65 |
2022 | -3.46 | -6.01 | -3.04 | 2.45 |
2021 | -0.71 | 2.49 | -0.15 | 0.48 |
2020 | -6.90 | 8.00 | 0.32 | 4.41 |
2019 | 3.68 | 1.99 | 1.41 | -0.46 |
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