Climate Assets Balanced Fund B GBP IncomeRegister 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 | 10.61 | -4.37 | 21.34 | 7.71 | 13.21 | -11.29 | 7.55 | 0.62 |
+/- Category | 0.61 | 2.00 | 5.67 | 2.46 | 2.07 | -1.21 | -0.82 | -2.80 |
+/- Category Index | - | - | - | 3.19 | 0.95 | -4.02 | -3.12 | -3.19 |
% Rank in Category | 41 | 20 | 6 | 30 | 26 | 71 | 62 | 96 |
Trailing Returns (GBP) | 24/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -1.08 | -0.65 | -1.12 |
1 Week | -1.86 | -1.01 | -1.18 |
1 Month | 1.35 | -0.60 | -0.64 |
3 Months | 1.74 | -1.98 | -2.21 |
6 Months | 8.34 | -1.16 | -2.19 |
YTD | 2.07 | -3.13 | -4.11 |
1 Year | 7.99 | -2.96 | -5.99 |
3 Years Annualised | 2.49 | -0.63 | -2.80 |
5 Years Annualised | 5.31 | 0.28 | -1.05 |
10 Years Annualised | 7.00 | 1.35 | 0.05 |
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 | 2.07 | - | - | - |
2023 | 2.26 | -1.93 | -1.48 | 8.85 |
2022 | -5.39 | -8.25 | -1.84 | 4.12 |
2021 | 0.51 | 4.23 | 3.56 | 4.36 |
2020 | -10.75 | 11.94 | 3.52 | 4.14 |
2019 | 8.36 | 7.55 | 2.35 | 1.72 |
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