VT AJ Bell Adventurous Fund Class I AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | ||
Price Return | -5.12 | 19.56 | 6.20 | 14.24 | -0.10 | 8.47 | 5.06 | |
+/- Category | 2.08 | 1.51 | -0.70 | 0.68 | 9.69 | -0.96 | -0.41 | |
+/- Category Index | - | - | 0.21 | -2.07 | 5.74 | -3.94 | -1.77 | |
% Rank in Category | 17 | 32 | 52 | 48 | 3 | 67 | 66 |
Trailing Returns (GBP) | 24/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.30 | -0.47 | -0.02 |
1 Week | 1.69 | 1.43 | 0.35 |
1 Month | -0.03 | 1.06 | 0.63 |
3 Months | 6.53 | 1.22 | 0.15 |
6 Months | 13.17 | 0.49 | -1.68 |
YTD | 4.89 | 0.91 | -0.96 |
1 Year | 11.13 | 1.56 | -2.13 |
3 Years Annualised | 7.21 | 4.11 | 0.55 |
5 Years Annualised | 8.10 | 2.56 | 0.27 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.06 | - | - | - |
2023 | 1.32 | 0.88 | 1.08 | 4.99 |
2022 | 1.08 | -5.69 | 1.40 | 3.35 |
2021 | 3.30 | 5.18 | 1.61 | 3.47 |
2020 | -16.46 | 14.81 | 1.47 | 9.12 |
2019 | 7.98 | 5.24 | 2.14 | 3.00 |
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