7IM AAP Moderately Cautious 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 | 3.67 | -4.81 | 7.74 | 6.43 | 2.91 | -9.04 | 4.19 | 0.15 |
+/- Category | -1.19 | -0.94 | -1.34 | 2.60 | -0.54 | 1.24 | -2.09 | -0.56 |
+/- Category Index | - | - | - | 1.27 | -0.78 | 2.03 | -3.54 | -0.34 |
% Rank in Category | 73 | 70 | 72 | 15 | 68 | 30 | 87 | - |
Trailing Returns (GBP) | 01/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.33 | -0.43 | -0.34 |
1 Week | -0.27 | -0.40 | -0.14 |
1 Month | -1.49 | -0.45 | -0.10 |
3 Months | 0.72 | -0.38 | 0.26 |
6 Months | 7.76 | 0.13 | 0.75 |
YTD | -0.18 | -0.80 | -0.68 |
1 Year | 3.55 | -1.28 | -1.64 |
3 Years Annualised | -1.14 | -0.57 | -0.97 |
5 Years Annualised | 1.30 | -0.12 | -0.60 |
10 Years Annualised | 2.19 | -0.41 | -1.31 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.33 | - | - | - |
2023 | 0.18 | -0.72 | -1.06 | 5.88 |
2022 | -3.25 | -5.79 | -2.82 | 2.68 |
2021 | -0.60 | 2.71 | 0.08 | 0.73 |
2020 | -6.68 | 8.23 | 0.55 | 4.80 |
2019 | 3.90 | 2.23 | 1.65 | -0.21 |
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