7IM Moderately Adventurous Fund C AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 9.52 | -9.41 | 13.10 | 8.79 | 8.42 | -5.64 | 4.14 | 3.06 |
+/- Category | -0.48 | -3.05 | -2.57 | 3.54 | -2.73 | 4.44 | -4.22 | -0.38 |
+/- Category Index | - | - | - | 4.27 | -3.85 | 1.63 | -6.52 | - |
% Rank in Category | 58 | 89 | 82 | 22 | 81 | 11 | 94 | 66 |
Trailing Returns (GBP) | 02/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.27 | 0.19 | -0.22 |
1 Week | -0.07 | 0.16 | 0.27 |
1 Month | -1.12 | -0.07 | 0.21 |
3 Months | 3.65 | 0.48 | 0.30 |
6 Months | 10.60 | -0.69 | -0.62 |
YTD | 2.86 | -0.10 | -0.89 |
1 Year | 6.20 | -1.98 | -4.09 |
3 Years Annualised | 1.30 | -0.88 | -3.08 |
5 Years Annualised | 4.24 | -0.07 | -1.55 |
10 Years Annualised | 4.94 | -0.52 | -1.85 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.69 | - | - | - |
2023 | 0.23 | -0.49 | -0.27 | 4.70 |
2022 | -3.07 | -6.07 | -1.07 | 4.75 |
2021 | 2.23 | 4.32 | 0.57 | 1.08 |
2020 | -16.01 | 15.31 | 2.77 | 9.31 |
2019 | 6.97 | 2.51 | 1.88 | 1.23 |
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