St James's Managed Growth 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 | 6.98 | -5.01 | 10.62 | 4.48 | 10.95 | -9.52 | 8.22 | 4.81 |
+/- Category | -3.03 | 1.35 | -5.05 | -0.76 | -0.20 | 0.56 | -0.15 | 1.37 |
+/- Category Index | - | - | - | -0.04 | -1.32 | -2.25 | -2.45 | 1.00 |
% Rank in Category | 88 | 28 | 95 | 55 | 54 | 51 | 54 | 14 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.34 | -0.04 | -0.17 |
1 Week | 0.34 | -0.17 | -0.15 |
1 Month | -1.20 | -0.74 | -1.56 |
3 Months | 3.46 | 0.05 | -0.88 |
6 Months | 10.56 | 0.70 | -0.69 |
YTD | 4.46 | 1.15 | -0.47 |
1 Year | 10.97 | 2.37 | -1.32 |
3 Years Annualised | 2.76 | 0.52 | -2.06 |
5 Years Annualised | 4.28 | -0.17 | -1.77 |
10 Years Annualised | 5.00 | -0.47 | -1.89 |
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 | 6.23 | - | - | - |
2023 | 1.81 | 1.02 | -0.32 | 5.56 |
2022 | -1.93 | -7.33 | -0.71 | 0.27 |
2021 | 2.75 | 3.37 | 2.12 | 2.28 |
2020 | -14.31 | 10.26 | 0.91 | 9.58 |
2019 | 4.51 | 2.49 | 1.19 | 2.05 |
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