EdenTree Responsible & Sustainable Managed Income BRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | |
Price Return | 8.80 | -4.94 | 13.85 | -5.32 | 16.95 | -6.98 | 7.63 | 7.22 |
+/- Category | -1.20 | 1.43 | -1.82 | -10.56 | 5.80 | 3.10 | -0.73 | -0.56 |
+/- Category Index | - | - | - | -9.84 | 4.68 | 0.28 | -3.03 | -1.59 |
% Rank in Category | 71 | 26 | 74 | 97 | 5 | 21 | 62 | 65 |
Trailing Returns (GBP) | 30/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.74 | -0.62 | -0.40 |
1 Week | -0.81 | -0.44 | -0.32 |
1 Month | -1.17 | -1.45 | -1.63 |
3 Months | 0.97 | -0.79 | -0.93 |
6 Months | 5.52 | 1.21 | 0.23 |
YTD | 5.96 | -1.94 | -3.34 |
1 Year | 15.59 | -1.59 | -2.66 |
3 Years Annualised | 3.15 | 0.71 | -1.37 |
5 Years Annualised | 3.99 | -0.91 | -2.12 |
10 Years Annualised | 5.01 | -0.77 | -2.09 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.49 | 0.30 | 5.32 | - |
2023 | 2.20 | -1.55 | 1.03 | 5.88 |
2022 | -1.71 | -4.49 | -9.22 | 9.14 |
2021 | 6.27 | 5.01 | 0.35 | 4.43 |
2020 | -20.93 | 9.94 | -2.41 | 11.61 |
2019 | 5.29 | 3.18 | 0.64 | 4.13 |
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