7IM AAP Balanced 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 | 6.07 | -6.35 | 9.46 | 5.55 | 6.73 | -7.34 | 3.97 | 2.42 |
+/- Category | -1.38 | -0.87 | -2.95 | 1.47 | -1.33 | 3.11 | -3.56 | -0.51 |
+/- Category Index | - | - | - | 0.26 | -1.26 | 1.91 | -5.30 | -1.20 |
% Rank in Category | 73 | 70 | 86 | 36 | 68 | 20 | 92 | 67 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.33 | -0.03 | 0.06 |
1 Week | 0.59 | 0.06 | 0.23 |
1 Month | -1.34 | -0.26 | -0.30 |
3 Months | 2.29 | -0.21 | -0.36 |
6 Months | 8.28 | -0.90 | -1.40 |
YTD | 0.76 | -0.64 | -1.26 |
1 Year | 3.87 | -2.20 | -3.79 |
3 Years Annualised | 0.10 | -0.59 | -1.91 |
5 Years Annualised | 2.36 | -0.32 | -1.49 |
10 Years Annualised | 3.28 | -0.50 | -2.05 |
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 | 2.42 | - | - | - |
2023 | 0.00 | -0.41 | -0.63 | 5.06 |
2022 | -2.71 | -6.16 | -1.20 | 2.73 |
2021 | 1.20 | 3.57 | 0.42 | 1.41 |
2020 | -10.50 | 10.38 | 0.54 | 6.28 |
2019 | 5.11 | 2.41 | 1.54 | 0.14 |
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