7IM Sustainable Balance Fund C 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 | 6.12 | -3.25 | 12.83 | 8.29 | 5.55 | -11.72 | 4.92 | 2.24 |
+/- Category | -1.33 | 2.23 | 0.41 | 4.21 | -2.52 | -1.26 | -2.61 | -0.69 |
+/- Category Index | - | - | - | 3.00 | -2.45 | -2.46 | -4.34 | -1.39 |
% Rank in Category | 73 | 11 | 42 | 16 | 84 | 70 | 84 | 72 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.29 | -0.31 | -0.88 |
1 Week | 0.34 | -0.33 | -0.77 |
1 Month | -2.17 | -1.15 | -1.62 |
3 Months | 0.94 | -1.31 | -2.16 |
6 Months | 9.43 | -0.05 | -1.27 |
YTD | -0.39 | -1.77 | -3.02 |
1 Year | 2.26 | -3.99 | -6.49 |
3 Years Annualised | -1.60 | -2.22 | -3.79 |
5 Years Annualised | 2.14 | -0.55 | -1.82 |
10 Years Annualised | 4.03 | 0.24 | -1.37 |
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 | 2.24 | - | - | - |
2023 | 1.35 | -0.42 | -2.79 | 6.95 |
2022 | -4.33 | -7.27 | -3.91 | 3.57 |
2021 | 0.01 | 3.17 | 1.13 | 1.15 |
2020 | -8.29 | 10.54 | 1.30 | 5.45 |
2019 | 5.11 | 3.82 | 2.64 | 0.74 |
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