IFSL Marlborough Balanced A 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 | 10.41 | -8.26 | 16.94 | 3.01 | 11.28 | -10.66 | 7.49 | 3.75 |
+/- Category | 0.41 | -1.89 | 1.27 | -2.24 | 0.13 | -0.58 | -0.87 | 0.33 |
+/- Category Index | - | - | - | -1.51 | -0.99 | -3.39 | -3.17 | -0.06 |
% Rank in Category | 43 | 79 | 31 | 68 | 50 | 64 | 63 | 43 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.04 | 0.06 | 0.22 |
1 Week | 0.43 | -0.10 | 0.24 |
1 Month | 3.45 | -0.38 | -0.52 |
3 Months | 4.77 | -0.26 | -0.40 |
6 Months | 10.31 | -0.09 | -0.55 |
YTD | 6.29 | 0.19 | -0.61 |
1 Year | 11.85 | 0.17 | -2.16 |
3 Years Annualised | 2.71 | -0.89 | -3.03 |
5 Years Annualised | 4.56 | -0.56 | -1.86 |
10 Years Annualised | 5.42 | -0.32 | -1.64 |
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 | 4.81 | - | - | - |
2023 | 1.66 | 0.76 | -0.25 | 5.20 |
2022 | -5.00 | -6.09 | -1.59 | 1.76 |
2021 | 2.85 | 4.86 | 1.13 | 2.02 |
2020 | -15.95 | 13.56 | 1.96 | 5.86 |
2019 | 5.63 | 5.86 | 1.81 | 2.72 |
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