7IM AAP Moderately Cautious Fund D 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 | 2.73 | -5.71 | 6.75 | 5.46 | 1.98 | -9.86 | 3.23 | 1.11 |
+/- Category | -2.14 | -1.83 | -2.32 | 1.63 | -1.47 | 0.42 | -3.06 | -0.67 |
+/- Category Index | - | - | - | 0.30 | -1.72 | 1.21 | -4.51 | -0.91 |
% Rank in Category | 87 | 88 | 83 | 28 | 81 | 40 | 96 | 78 |
Trailing Returns (GBP) | 25/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.25 | -0.31 | -0.05 |
1 Week | 0.56 | 0.00 | 0.14 |
1 Month | -1.37 | -0.43 | -0.20 |
3 Months | 1.53 | -0.27 | -0.39 |
6 Months | 6.95 | -0.76 | -0.59 |
YTD | -0.44 | -1.00 | -1.07 |
1 Year | 2.26 | -2.36 | -3.10 |
3 Years Annualised | -2.05 | -1.47 | -1.83 |
5 Years Annualised | 0.34 | -1.06 | -1.55 |
10 Years Annualised | 1.28 | -1.32 | -2.27 |
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 | 1.11 | - | - | - |
2023 | -0.06 | -0.94 | -1.29 | 5.63 |
2022 | -3.46 | -6.00 | -3.05 | 2.45 |
2021 | -0.84 | 2.49 | -0.15 | 0.49 |
2020 | -6.89 | 7.99 | 0.33 | 4.55 |
2019 | 3.69 | 1.99 | 1.41 | -0.45 |
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