7IM AAP Balanced Fund D IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Annual Returns (GBP) | 29/02/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 29/02 | |
Price Return | 5.72 | -6.65 | 9.09 | 5.23 | 6.36 | -7.63 | 3.59 | -0.27 |
+/- Category | -1.73 | -1.17 | -3.33 | 1.15 | -1.71 | 2.82 | -3.94 | -0.83 |
+/- Category Index | - | - | - | -0.06 | -1.64 | 1.62 | -5.68 | -1.52 |
% Rank in Category | 79 | 74 | 89 | 38 | 74 | 22 | 94 | 78 |
Trailing Returns (GBP) | 28/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.22 | 0.11 | -0.11 |
1 Week | 0.95 | -0.02 | -0.13 |
1 Month | 2.62 | 0.60 | 0.16 |
3 Months | 2.46 | -0.21 | -0.94 |
6 Months | 7.67 | -0.47 | -1.66 |
YTD | 2.37 | -0.13 | -1.17 |
1 Year | 7.15 | -1.75 | -3.79 |
3 Years Annualised | 1.13 | -0.70 | -2.11 |
5 Years Annualised | 2.70 | -0.61 | -1.94 |
10 Years Annualised | 3.16 | -0.77 | -2.37 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | -0.10 | -0.50 | -0.70 | 4.95 |
2022 | -2.78 | -6.25 | -1.27 | 2.65 |
2021 | 1.06 | 3.51 | 0.35 | 1.33 |
2020 | -10.56 | 10.29 | 0.47 | 6.18 |
2019 | 5.03 | 2.33 | 1.45 | 0.04 |
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