VT AJ Bell Moderately 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 | -3.91 | 17.96 | 5.46 | 11.77 | -2.32 | 7.71 | 4.21 | |
+/- Category | 2.46 | 2.29 | 0.21 | 0.62 | 7.76 | -0.65 | -0.09 | |
+/- Category Index | - | - | 0.94 | -0.50 | 4.95 | -2.96 | -0.89 | |
% Rank in Category | 17 | 21 | 47 | 43 | 4 | 60 | 55 |
Trailing Returns (GBP) | 24/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.23 | -0.38 | -0.01 |
1 Week | 1.49 | 1.14 | 0.30 |
1 Month | -0.22 | 0.81 | 0.43 |
3 Months | 5.34 | 1.14 | 0.34 |
6 Months | 11.84 | 0.70 | -0.61 |
YTD | 3.84 | 0.96 | -0.32 |
1 Year | 9.85 | 2.24 | -0.53 |
3 Years Annualised | 5.59 | 3.34 | 1.11 |
5 Years Annualised | 6.66 | 2.28 | 0.96 |
10 Years Annualised | - | - | - |
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 | 4.21 | - | - | - |
2023 | 1.05 | 0.31 | 0.98 | 5.23 |
2022 | -0.38 | -5.23 | 0.84 | 2.61 |
2021 | 1.82 | 4.66 | 1.69 | 3.14 |
2020 | -14.97 | 13.54 | 1.18 | 7.95 |
2019 | 7.04 | 4.88 | 2.59 | 2.43 |
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