7IM Moderately Adventurous Fund S IncRegister 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 | 9.74 | -9.20 | 13.46 | 8.97 | 8.85 | -5.47 | 4.35 | 3.15 |
+/- Category | -0.27 | -2.83 | -2.21 | 3.72 | -2.30 | 4.61 | -4.02 | -0.30 |
+/- Category Index | - | - | - | 4.45 | -3.42 | 1.79 | -6.32 | -0.66 |
% Rank in Category | 54 | 87 | 78 | 21 | 78 | 11 | 93 | 64 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.11 | -0.27 | -0.40 |
1 Week | 0.74 | 0.23 | 0.25 |
1 Month | -0.66 | -0.21 | -1.03 |
3 Months | 3.83 | 0.41 | -0.52 |
6 Months | 9.33 | -0.53 | -1.92 |
YTD | 3.06 | -0.25 | -1.87 |
1 Year | 6.44 | -2.16 | -5.85 |
3 Years Annualised | 1.57 | -0.67 | -3.25 |
5 Years Annualised | 4.55 | 0.10 | -1.50 |
10 Years Annualised | 5.20 | -0.26 | -1.69 |
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 | 3.75 | - | - | - |
2023 | 0.27 | -0.43 | -0.21 | 4.73 |
2022 | -3.08 | -6.02 | -0.99 | 4.81 |
2021 | 2.36 | 4.38 | 0.64 | 1.23 |
2020 | -16.00 | 15.35 | 2.83 | 9.37 |
2019 | 7.05 | 2.60 | 1.94 | 1.33 |
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