Trojan Ethical Fund S AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 30/04 | ||||
Price Return | 11.20 | 10.41 | -4.35 | 5.23 | 2.98 | |||
+/- Category | 6.59 | 1.67 | 5.59 | -0.79 | 0.99 | |||
+/- Category Index | 5.91 | 2.41 | 4.90 | -4.04 | 0.80 | |||
% Rank in Category | 12 | 34 | 21 | 62 | 40 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.06 | 0.15 | 0.27 |
1 Week | 0.30 | -0.18 | 0.07 |
1 Month | 1.75 | -1.46 | -1.35 |
3 Months | 3.88 | -0.41 | -0.05 |
6 Months | 6.31 | -2.16 | -2.28 |
YTD | 4.51 | 0.14 | -0.21 |
1 Year | 7.11 | -1.47 | -3.68 |
3 Years Annualised | 4.21 | 2.61 | 0.98 |
5 Years Annualised | 6.32 | 2.91 | 1.89 |
10 Years Annualised | - | - | - |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.49 | - | - | - |
2023 | 1.99 | -0.47 | 0.45 | 3.19 |
2022 | 0.09 | -4.60 | -0.34 | 0.51 |
2021 | -0.58 | 5.37 | 2.64 | 2.68 |
2020 | 0.15 | 7.43 | 2.70 | 0.64 |
2019 | - | 4.98 | 2.54 | -0.18 |
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