7IM AAP Balanced Fund D 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 | 5.72 | -6.65 | 9.11 | 5.21 | 6.40 | -7.65 | 3.65 | 2.35 |
+/- Category | -1.73 | -1.16 | -3.31 | 1.13 | -1.66 | 2.81 | -3.88 | -0.58 |
+/- Category Index | - | - | - | -0.08 | -1.59 | 1.61 | -5.62 | -1.28 |
% Rank in Category | 79 | 74 | 89 | 38 | 73 | 22 | 93 | 69 |
Trailing Returns (GBP) | 19/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.11 | -0.07 | -0.19 |
1 Week | -1.59 | -0.36 | -0.47 |
1 Month | -0.84 | -0.30 | -0.63 |
3 Months | 2.18 | -0.46 | -1.01 |
6 Months | 5.93 | -1.20 | -2.00 |
YTD | 0.08 | -0.75 | -1.58 |
1 Year | 2.54 | -2.63 | -4.48 |
3 Years Annualised | -0.45 | -0.85 | -2.28 |
5 Years Annualised | 1.93 | -0.70 | -1.92 |
10 Years Annualised | 2.96 | -0.83 | -2.35 |
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 | 2.35 | - | - | - |
2023 | -0.09 | -0.47 | -0.71 | 4.97 |
2022 | -2.78 | -6.24 | -1.29 | 2.64 |
2021 | 1.10 | 3.51 | 0.35 | 1.32 |
2020 | -10.58 | 10.30 | 0.45 | 6.19 |
2019 | 5.03 | 2.33 | 1.46 | 0.06 |
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