7IM Sustainable Balance Fund C IncRegister 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 | 6.12 | -3.25 | 12.85 | 8.42 | 5.40 | -11.72 | 4.90 | 2.24 |
+/- Category | -1.33 | 2.23 | 0.43 | 4.33 | -2.66 | -1.26 | -2.63 | -0.69 |
+/- Category Index | - | - | - | 3.13 | -2.59 | -2.46 | -4.36 | -1.38 |
% Rank in Category | 73 | 11 | 42 | 15 | 85 | 70 | 85 | 72 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.29 | 0.01 | -0.88 |
1 Week | 0.34 | -0.18 | -0.77 |
1 Month | -2.17 | -1.09 | -1.62 |
3 Months | 0.95 | -1.56 | -2.15 |
6 Months | 9.44 | 0.25 | -1.26 |
YTD | -0.39 | -1.79 | -3.02 |
1 Year | 2.27 | -3.81 | -6.48 |
3 Years Annualised | -1.60 | -2.29 | -3.79 |
5 Years Annualised | 2.13 | -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 | 1.32 | -0.41 | -2.79 | 6.95 |
2022 | -4.34 | -7.28 | -3.90 | 3.57 |
2021 | -0.14 | 3.17 | 1.13 | 1.16 |
2020 | -8.31 | 10.55 | 1.29 | 5.59 |
2019 | 5.10 | 3.83 | 2.63 | 0.76 |
|
Advertisement |