7IM AAP Moderately Cautious Fund C IncRegister 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 | 3.47 | -5.01 | 7.53 | 6.23 | 2.70 | -9.21 | 3.98 | 1.29 |
+/- Category | -1.39 | -1.14 | -1.55 | 2.39 | -0.75 | 1.07 | -2.31 | -0.48 |
+/- Category Index | - | - | - | 1.06 | -1.00 | 1.86 | -3.76 | -0.73 |
% Rank in Category | 76 | 76 | 74 | 19 | 71 | 31 | 90 | 72 |
Trailing Returns (GBP) | 24/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.25 | 0.18 | 0.45 |
1 Week | 0.84 | 0.28 | 0.42 |
1 Month | -0.98 | -0.04 | 0.19 |
3 Months | 1.78 | -0.03 | -0.14 |
6 Months | 8.06 | 0.35 | 0.52 |
YTD | 0.03 | -0.52 | -0.60 |
1 Year | 3.28 | -1.35 | -2.08 |
3 Years Annualised | -1.26 | -0.69 | -1.05 |
5 Years Annualised | 1.14 | -0.26 | -0.75 |
10 Years Annualised | 2.02 | -0.58 | -1.53 |
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 | 1.29 | - | - | - |
2023 | 0.13 | -0.76 | -1.12 | 5.82 |
2022 | -3.29 | -5.84 | -2.86 | 2.64 |
2021 | -0.65 | 2.64 | 0.03 | 0.67 |
2020 | -6.73 | 8.17 | 0.50 | 4.75 |
2019 | 3.86 | 2.18 | 1.60 | -0.27 |
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