Premier Miton Defensive Multi Asset Fund B AccumulationRegister 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 | 7.12 | -4.67 | 9.13 | 6.83 | 2.34 | -7.78 | 6.25 | 2.35 |
+/- Category | 2.25 | -0.79 | 0.05 | 2.99 | -1.11 | 2.50 | -0.03 | 0.58 |
+/- Category Index | - | - | - | 1.66 | -1.36 | 3.29 | -1.48 | 0.33 |
% Rank in Category | 11 | 67 | 50 | 14 | 76 | 20 | 55 | 25 |
Trailing Returns (GBP) | 30/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.02 | -0.26 | -0.12 |
1 Week | 0.05 | -0.33 | -0.10 |
1 Month | -0.70 | 0.44 | 0.39 |
3 Months | 1.61 | 0.26 | 0.26 |
6 Months | 7.59 | -0.11 | -0.71 |
YTD | 1.63 | 1.11 | 0.73 |
1 Year | 6.20 | 1.49 | 0.73 |
3 Years Annualised | 0.60 | 1.22 | 0.64 |
5 Years Annualised | 2.93 | 1.56 | 1.01 |
10 Years Annualised | 3.29 | 0.69 | -0.29 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.35 | - | - | - |
2023 | 1.24 | -0.55 | 0.37 | 5.15 |
2022 | -2.33 | -4.47 | -2.65 | 1.52 |
2021 | -0.69 | 1.05 | 0.59 | 1.38 |
2020 | -6.05 | 7.07 | 2.91 | 3.19 |
2019 | 2.51 | 3.11 | 2.55 | 0.67 |
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