7IM AAP Moderately Adventurous Fund C IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 9.80 | -6.73 | 12.06 | 5.79 | 10.44 | -5.16 | 4.10 | 3.00 |
+/- Category | -0.20 | -0.36 | -3.61 | 0.54 | -0.71 | 4.93 | -4.27 | -0.42 |
+/- Category Index | - | - | - | 1.27 | -1.83 | 2.11 | -6.57 | -0.81 |
% Rank in Category | 53 | 57 | 91 | 45 | 62 | 9 | 94 | 67 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.03 | 0.05 | 0.20 |
1 Week | 0.49 | -0.04 | 0.30 |
1 Month | 3.97 | 0.13 | 0.00 |
3 Months | 5.23 | 0.19 | 0.06 |
6 Months | 9.74 | -0.66 | -1.11 |
YTD | 5.60 | -0.49 | -1.30 |
1 Year | 8.94 | -2.73 | -5.06 |
3 Years Annualised | 3.30 | -0.30 | -2.44 |
5 Years Annualised | 4.96 | -0.16 | -1.46 |
10 Years Annualised | 5.36 | -0.38 | -1.70 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.53 | - | - | - |
2023 | 0.32 | 0.01 | -0.38 | 4.15 |
2022 | -2.25 | -6.42 | 0.10 | 3.58 |
2021 | 2.70 | 4.35 | 1.07 | 1.96 |
2020 | -13.68 | 12.83 | 0.61 | 7.97 |
2019 | 6.20 | 3.05 | 1.96 | 0.42 |
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