Royal London Sustainable Managed Growth Trust Class C IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 8.44 | -1.05 | 13.06 | 10.44 | 4.75 | -17.49 | 11.65 | 1.72 |
+/- Category | 3.58 | 2.83 | 3.98 | 6.60 | 1.30 | -7.20 | 5.37 | 0.33 |
+/- Category Index | - | - | - | 5.27 | 1.05 | -6.42 | 3.92 | -0.06 |
% Rank in Category | 5 | 5 | 5 | 2 | 35 | 98 | 1 | 34 |
Trailing Returns (GBP) | 14/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.16 | -0.02 | -0.15 |
1 Week | 0.40 | 0.38 | -0.23 |
1 Month | -0.08 | -0.21 | -0.72 |
3 Months | 1.05 | -0.27 | -1.14 |
6 Months | 4.43 | 0.74 | 0.39 |
YTD | 2.93 | 0.78 | 0.01 |
1 Year | 12.11 | 4.98 | 3.66 |
3 Years Annualised | -0.45 | -0.08 | -0.76 |
5 Years Annualised | 2.75 | 1.17 | 0.69 |
10 Years Annualised | 4.93 | 2.23 | 1.24 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.59 | - | - | - |
2023 | 3.38 | -1.10 | 1.35 | 7.74 |
2022 | -6.73 | -9.61 | -7.70 | 6.05 |
2021 | -2.73 | 4.17 | 0.93 | 2.43 |
2020 | -5.04 | 9.31 | 2.36 | 3.95 |
2019 | 4.94 | 3.74 | 2.89 | 0.94 |
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