7IM AAP Moderately Adventurous Fund S IncRegister 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 | -6.53 | 12.29 | 5.93 | 10.66 | -4.96 | 4.30 | 3.59 |
+/- Category | 0.01 | -0.16 | -3.38 | 0.69 | -0.48 | 5.12 | -4.07 | -0.71 |
+/- Category Index | - | - | - | 1.41 | -1.61 | 2.30 | -6.37 | -1.52 |
% Rank in Category | 50 | 54 | 89 | 43 | 60 | 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 | -0.72 |
1 Month | -1.02 | -0.10 | -0.85 |
3 Months | 3.49 | -0.05 | -1.09 |
6 Months | 9.17 | -2.04 | -4.03 |
YTD | 2.25 | -0.52 | -2.16 |
1 Year | 5.30 | -2.86 | -6.47 |
3 Years Annualised | 2.11 | 0.01 | -2.41 |
5 Years Annualised | 4.23 | -0.03 | -1.55 |
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 | 3.59 | - | - | - |
2023 | 0.36 | 0.06 | -0.33 | 4.20 |
2022 | -2.20 | -6.37 | 0.15 | 3.64 |
2021 | 2.76 | 4.40 | 1.14 | 1.99 |
2020 | -13.65 | 12.88 | 0.66 | 7.97 |
2019 | 6.24 | 3.11 | 2.01 | 0.48 |
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