7IM AAP Income Fund S 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 | 4.42 | -3.08 | 7.63 | 0.13 | 3.09 | -10.85 | 5.13 | 0.86 |
+/- Category | -0.44 | 0.79 | -1.44 | -3.71 | -0.35 | -0.57 | -1.15 | -0.91 |
+/- Category Index | - | - | - | -5.04 | -0.60 | 0.22 | -2.60 | -1.16 |
% Rank in Category | 59 | 32 | 73 | 89 | 63 | 58 | 75 | 85 |
Trailing Returns (GBP) | 29/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.36 | 0.43 | -0.07 |
1 Week | 0.56 | 0.30 | -0.03 |
1 Month | -1.42 | -0.23 | -0.51 |
3 Months | 1.08 | -0.23 | -0.57 |
6 Months | 8.29 | 0.90 | 0.13 |
YTD | -0.57 | -0.81 | -1.33 |
1 Year | 3.12 | -1.16 | -2.55 |
3 Years Annualised | -1.67 | -0.97 | -1.49 |
5 Years Annualised | -0.17 | -1.50 | -2.07 |
10 Years Annualised | 1.92 | -0.65 | -1.65 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.86 | - | - | - |
2023 | 0.64 | -0.60 | -1.19 | 6.36 |
2022 | -4.33 | -6.12 | -3.45 | 2.81 |
2021 | -0.66 | 3.16 | 0.07 | 0.53 |
2020 | -12.78 | 8.80 | -0.21 | 5.73 |
2019 | 3.20 | 3.06 | 0.98 | 0.22 |
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