EdenTree Responsible & Sustainable Managed Income ARegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
|
Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 8.31 | -5.47 | 13.27 | -5.80 | 16.35 | -7.48 | 7.02 | 1.38 |
+/- Category | -1.69 | 0.90 | -2.40 | -11.05 | 5.21 | 2.61 | -1.34 | -2.91 |
+/- Category Index | - | - | - | -10.32 | 4.08 | -0.21 | -3.65 | -3.72 |
% Rank in Category | 77 | 36 | 81 | 97 | 6 | 25 | 70 | 95 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.17 | 0.21 | -0.60 |
1 Week | 0.92 | -0.02 | -0.74 |
1 Month | -1.15 | -0.23 | -0.98 |
3 Months | 0.92 | -2.62 | -3.66 |
6 Months | 8.10 | -3.11 | -5.09 |
YTD | -0.43 | -3.21 | -4.85 |
1 Year | 2.27 | -5.89 | -9.50 |
3 Years Annualised | 2.22 | 0.12 | -2.30 |
5 Years Annualised | 2.47 | -1.79 | -3.31 |
10 Years Annualised | 3.97 | -1.47 | -2.96 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.38 | - | - | - |
2023 | 2.00 | -1.65 | 0.85 | 5.80 |
2022 | -1.88 | -4.62 | -9.33 | 9.03 |
2021 | 6.08 | 4.92 | 0.22 | 4.31 |
2020 | -21.00 | 9.70 | -2.45 | 11.43 |
2019 | 5.22 | 2.94 | 0.60 | 3.96 |
|
Advertisement |