7IM AAP Moderately Adventurous Fund D AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
|
Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 9.01 | -7.39 | 11.24 | 4.90 | 9.68 | -5.82 | 3.37 | 2.74 |
+/- Category | -1.00 | -1.03 | -4.43 | -0.34 | -1.46 | 4.26 | -5.00 | -0.70 |
+/- Category Index | - | - | - | 0.38 | -2.59 | 1.44 | -7.30 | - |
% Rank in Category | 68 | 69 | 93 | 52 | 72 | 12 | 96 | 74 |
Trailing Returns (GBP) | 01/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.40 | 0.06 | -0.34 |
1 Week | -0.22 | 0.01 | 0.12 |
1 Month | -0.98 | 0.07 | 0.34 |
3 Months | 2.93 | -0.24 | -0.42 |
6 Months | 9.50 | -1.79 | -1.72 |
YTD | 2.33 | -0.63 | -1.42 |
1 Year | 5.11 | -3.07 | -5.19 |
3 Years Annualised | 1.39 | -0.78 | -2.99 |
5 Years Annualised | 3.42 | -0.90 | -2.37 |
10 Years Annualised | 4.30 | -1.16 | -2.49 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.35 | - | - | - |
2023 | 0.15 | -0.17 | -0.56 | 3.97 |
2022 | -2.44 | -6.56 | -0.08 | 3.40 |
2021 | 2.50 | 4.14 | 0.84 | 1.89 |
2020 | -13.86 | 12.65 | 0.36 | 7.72 |
2019 | 6.02 | 2.86 | 1.78 | 0.23 |
|
Advertisement |