7IM AAP Moderately Cautious 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 | 3.29 | -5.01 | 7.53 | 6.08 | 2.82 | -9.20 | 4.00 | 1.28 |
+/- Category | -1.58 | -1.13 | -1.55 | 2.25 | -0.63 | 1.08 | -2.29 | -0.50 |
+/- Category Index | - | - | - | 0.92 | -0.87 | 1.87 | -3.74 | -0.75 |
% Rank in Category | 79 | 75 | 74 | 20 | 69 | 31 | 89 | 73 |
Trailing Returns (GBP) | 18/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.03 | 0.30 | -0.05 |
1 Week | -1.39 | -0.08 | -0.51 |
1 Month | -0.97 | -0.32 | -0.64 |
3 Months | 1.30 | -0.03 | -0.57 |
6 Months | 5.35 | -0.43 | -0.70 |
YTD | -0.79 | -0.78 | -1.00 |
1 Year | 2.18 | -1.57 | -2.66 |
3 Years Annualised | -1.57 | -0.76 | -1.19 |
5 Years Annualised | 1.01 | -0.33 | -0.89 |
10 Years Annualised | 1.97 | -0.61 | -1.56 |
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 | 1.28 | - | - | - |
2023 | 0.14 | -0.76 | -1.12 | 5.84 |
2022 | -3.28 | -5.84 | -2.86 | 2.64 |
2021 | -0.52 | 2.66 | 0.02 | 0.66 |
2020 | -6.74 | 8.19 | 0.50 | 4.62 |
2019 | 3.85 | 2.19 | 1.60 | -0.26 |
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