7IM Moderately Adventurous Fund D AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
|
Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 8.97 | -9.87 | 12.54 | 8.36 | 7.88 | -6.11 | 3.66 | 2.88 |
+/- Category | -1.03 | -3.50 | -3.13 | 3.12 | -3.26 | 3.97 | -4.71 | -0.57 |
+/- Category Index | - | - | - | 3.84 | -4.38 | 1.16 | -7.01 | -0.93 |
% Rank in Category | 69 | 93 | 87 | 26 | 85 | 14 | 95 | 72 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.11 | -0.31 | -0.22 |
1 Week | 0.73 | -0.15 | -0.12 |
1 Month | -0.73 | -0.62 | -1.58 |
3 Months | 3.63 | 0.68 | -0.62 |
6 Months | 8.97 | -4.28 | -2.67 |
YTD | 2.79 | -0.94 | -2.49 |
1 Year | 5.70 | -7.67 | -6.92 |
3 Years Annualised | 0.84 | -0.36 | -3.92 |
5 Years Annualised | 3.80 | -1.19 | -2.35 |
10 Years Annualised | 4.44 | - | -2.54 |
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 | 3.57 | - | - | - |
2023 | 0.11 | -0.62 | -0.39 | 4.59 |
2022 | -3.19 | -6.18 | -1.19 | 4.62 |
2021 | 2.10 | 4.20 | 0.45 | 0.96 |
2020 | -16.12 | 15.22 | 2.68 | 9.19 |
2019 | 6.84 | 2.39 | 1.75 | 1.10 |
|
Advertisement |