7IM AAP Moderately Cautious 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 | 2.88 | -5.40 | 7.10 | 5.67 | 2.43 | -9.57 | 3.57 | 1.17 |
+/- Category | -1.99 | -1.52 | -1.98 | 1.84 | -1.02 | 0.71 | -2.71 | -0.60 |
+/- Category Index | - | - | - | 0.50 | -1.27 | 1.50 | -4.16 | -0.85 |
% Rank in Category | 84 | 82 | 80 | 26 | 75 | 36 | 94 | 75 |
Trailing Returns (GBP) | 16/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.71 | -0.75 | -0.75 |
1 Week | -1.09 | -0.13 | -0.35 |
1 Month | -5.76 | -5.23 | -5.34 |
3 Months | -4.52 | -6.17 | -6.31 |
6 Months | -0.09 | -6.15 | -6.81 |
YTD | -5.58 | -5.60 | -5.83 |
1 Year | -3.04 | -6.96 | -7.97 |
3 Years Annualised | -3.54 | -2.73 | -3.17 |
5 Years Annualised | -0.37 | -1.71 | -2.24 |
10 Years Annualised | 1.09 | -1.49 | -2.45 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.17 | - | - | - |
2023 | 0.04 | -0.85 | -1.22 | 5.72 |
2022 | -3.38 | -5.93 | -2.96 | 2.54 |
2021 | -0.60 | 2.55 | -0.08 | 0.56 |
2020 | -6.82 | 8.08 | 0.40 | 4.51 |
2019 | 3.76 | 2.08 | 1.49 | -0.37 |
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