7IM AAP Moderately Adventurous Fund D 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 | 9.00 | -7.38 | 11.24 | 4.90 | 9.68 | -5.82 | 3.36 | 2.75 |
+/- Category | -1.00 | -1.02 | -4.43 | -0.34 | -1.46 | 4.26 | -5.00 | -0.67 |
+/- Category Index | - | - | - | 0.38 | -2.58 | 1.45 | -7.30 | -1.06 |
% Rank in Category | 68 | 69 | 93 | 52 | 72 | 12 | 96 | 73 |
Trailing Returns (GBP) | 14/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.14 | -0.08 | -0.30 |
1 Week | 1.14 | 0.03 | 0.46 |
1 Month | 1.70 | 0.05 | -0.34 |
3 Months | 5.35 | 0.01 | -0.21 |
6 Months | 10.20 | -1.11 | -1.29 |
YTD | 4.80 | -0.76 | -1.85 |
1 Year | 7.84 | -3.31 | -5.94 |
3 Years Annualised | 2.49 | -1.13 | -3.11 |
5 Years Annualised | 4.40 | -0.93 | -2.27 |
10 Years Annualised | 4.42 | -1.21 | -2.55 |
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 | 3.35 | - | - | - |
2023 | 0.15 | -0.17 | -0.56 | 3.97 |
2022 | -2.44 | -6.57 | -0.07 | 3.40 |
2021 | 2.50 | 4.15 | 0.83 | 1.90 |
2020 | -13.86 | 12.65 | 0.36 | 7.72 |
2019 | 6.01 | 2.87 | 1.77 | 0.23 |
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