7IM Balanced Fund S 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 | 6.55 | -7.41 | 10.63 | 9.01 | 6.31 | -7.15 | 5.09 | 1.77 |
+/- Category | -0.90 | -1.92 | -1.79 | 4.93 | -1.76 | 3.30 | -2.44 | -0.12 |
+/- Category Index | - | - | - | 3.72 | -1.69 | 2.11 | -4.18 | -0.41 |
% Rank in Category | 64 | 85 | 76 | 12 | 74 | 18 | 83 | 57 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.14 | -0.23 | -0.32 |
1 Week | 0.73 | 0.23 | 0.20 |
1 Month | -0.80 | -0.29 | -0.92 |
3 Months | 2.42 | 0.34 | -0.54 |
6 Months | 8.39 | 0.30 | -0.65 |
YTD | 1.70 | -0.19 | -1.47 |
1 Year | 5.65 | -1.04 | -3.55 |
3 Years Annualised | 0.60 | -0.17 | -1.89 |
5 Years Annualised | 3.43 | 0.60 | -0.75 |
10 Years Annualised | 3.90 | 0.09 | -1.48 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.73 | - | - | - |
2023 | 0.24 | -0.29 | -0.51 | 5.69 |
2022 | -3.26 | -5.75 | -2.29 | 4.22 |
2021 | 0.97 | 4.00 | 0.33 | 0.90 |
2020 | -11.51 | 12.51 | 2.37 | 6.96 |
2019 | 5.75 | 2.37 | 1.65 | 0.53 |
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