7IM Moderately Adventurous Fund D 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 | 8.93 | -9.88 | 12.60 | 8.32 | 7.97 | -6.13 | 3.89 | 2.70 |
+/- Category | -1.08 | -3.51 | -3.07 | 3.08 | -3.17 | 3.95 | -4.48 | -0.74 |
+/- Category Index | - | - | - | 3.80 | -4.29 | 1.14 | -6.78 | -1.11 |
% Rank in Category | 70 | 93 | 86 | 26 | 84 | 14 | 95 | 75 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.11 | -0.27 | -0.40 |
1 Week | 0.72 | 0.21 | 0.23 |
1 Month | -0.76 | -0.30 | -1.12 |
3 Months | 3.62 | 0.21 | -0.72 |
6 Months | 9.04 | -0.81 | -2.21 |
YTD | 2.61 | -0.70 | -2.32 |
1 Year | 5.78 | -2.83 | -6.51 |
3 Years Annualised | 0.85 | -1.39 | -3.97 |
5 Years Annualised | 3.83 | -0.62 | -2.22 |
10 Years Annualised | 4.44 | -1.03 | -2.45 |
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 | 3.41 | - | - | - |
2023 | 0.08 | -0.61 | -0.37 | 4.84 |
2022 | -3.21 | -6.18 | -1.19 | 4.62 |
2021 | 2.17 | 4.19 | 0.44 | 0.98 |
2020 | -16.16 | 15.22 | 2.69 | 9.19 |
2019 | 6.85 | 2.40 | 1.74 | 1.14 |
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