7IM AAP Moderately Adventurous 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 | 10.02 | -6.54 | 12.30 | 5.93 | 10.68 | -4.96 | 4.32 | 3.58 |
+/- Category | 0.02 | -0.17 | -3.37 | 0.68 | -0.46 | 5.13 | -4.04 | -0.71 |
+/- Category Index | - | - | - | 1.41 | -1.58 | 2.31 | -6.35 | -1.52 |
% Rank in Category | 50 | 54 | 89 | 43 | 59 | 9 | 93 | 73 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.30 | -0.26 | -1.06 |
1 Week | 0.93 | -0.01 | -0.73 |
1 Month | -1.02 | -0.10 | -0.85 |
3 Months | 3.49 | -0.05 | -1.09 |
6 Months | 9.18 | -2.03 | -4.02 |
YTD | 2.25 | -0.53 | -2.17 |
1 Year | 5.30 | -2.86 | -6.47 |
3 Years Annualised | 2.12 | 0.02 | -2.40 |
5 Years Annualised | 4.24 | -0.02 | -1.54 |
10 Years Annualised | 5.27 | -0.17 | -1.66 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.58 | - | - | - |
2023 | 0.39 | 0.05 | -0.33 | 4.21 |
2022 | -2.19 | -6.37 | 0.14 | 3.64 |
2021 | 2.79 | 4.40 | 1.14 | 1.98 |
2020 | -13.66 | 12.91 | 0.64 | 7.97 |
2019 | 6.26 | 3.10 | 2.02 | 0.48 |
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