7IM Sustainable Balance Fund A AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 5.64 | -3.74 | 12.27 | 7.71 | 4.75 | -12.37 | 4.15 | 2.05 |
+/- Category | -1.81 | 1.74 | -0.14 | 3.62 | -3.31 | -1.92 | -3.38 | -0.88 |
+/- Category Index | - | - | - | 2.42 | -3.24 | -3.12 | -5.11 | -1.58 |
% Rank in Category | 80 | 19 | 51 | 20 | 89 | 75 | 90 | 77 |
Trailing Returns (GBP) | 24/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.22 | 0.52 | 0.61 |
1 Week | 0.91 | 0.38 | 0.55 |
1 Month | -1.46 | -0.38 | -0.42 |
3 Months | 2.02 | -0.48 | -0.64 |
6 Months | 9.81 | 0.62 | 0.12 |
YTD | 0.22 | -1.18 | -1.80 |
1 Year | 1.94 | -4.14 | -5.73 |
3 Years Annualised | -1.97 | -2.66 | -3.98 |
5 Years Annualised | 1.62 | -1.06 | -2.23 |
10 Years Annualised | 3.49 | -0.29 | -1.84 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.05 | - | - | - |
2023 | 1.15 | -0.60 | -2.97 | 6.76 |
2022 | -4.50 | -7.44 | -4.10 | 3.38 |
2021 | -0.18 | 2.98 | 0.94 | 0.96 |
2020 | -8.40 | 10.40 | 1.17 | 5.27 |
2019 | 4.99 | 3.69 | 2.50 | 0.61 |
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