7IM Moderately Adventurous Fund C IncRegister 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 | 9.47 | -9.42 | 13.16 | 8.74 | 8.58 | -5.72 | 4.13 | 3.05 |
+/- Category | -0.53 | -3.06 | -2.51 | 3.49 | -2.57 | 4.36 | -4.24 | -0.40 |
+/- Category Index | - | - | - | 4.22 | -3.69 | 1.55 | -6.54 | -0.76 |
% Rank in Category | 59 | 89 | 82 | 22 | 80 | 11 | 94 | 67 |
Trailing Returns (GBP) | 02/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.27 | -0.22 | -0.90 |
1 Week | -0.07 | -0.15 | -0.82 |
1 Month | -1.12 | 0.10 | -0.88 |
3 Months | 3.65 | 0.64 | -0.17 |
6 Months | 10.60 | 0.25 | 0.04 |
YTD | 2.85 | -0.07 | -1.55 |
1 Year | 6.20 | -1.78 | -5.19 |
3 Years Annualised | 1.29 | -0.84 | -3.31 |
5 Years Annualised | 4.25 | -0.13 | -1.71 |
10 Years Annualised | 4.94 | -0.49 | -1.90 |
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 | 3.68 | - | - | - |
2023 | 0.20 | -0.49 | -0.26 | 4.71 |
2022 | -3.14 | -6.06 | -1.07 | 4.75 |
2021 | 2.30 | 4.32 | 0.58 | 1.16 |
2020 | -16.05 | 15.31 | 2.77 | 9.31 |
2019 | 6.98 | 2.53 | 1.87 | 1.27 |
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