Climate Assets Balanced Fund C GBP AccumulationRegister 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 | 10.89 | -4.16 | 21.61 | 7.93 | 13.46 | -11.05 | 7.81 | 0.64 |
+/- Category | 0.89 | 2.21 | 5.94 | 2.68 | 2.32 | -0.97 | -0.55 | -2.81 |
+/- Category Index | - | - | - | 3.41 | 1.19 | -3.78 | -2.85 | -3.17 |
% Rank in Category | 36 | 19 | 5 | 29 | 24 | 68 | 59 | 96 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.35 | -0.02 | -0.15 |
1 Week | 0.42 | -0.09 | -0.07 |
1 Month | -0.73 | -0.27 | -1.10 |
3 Months | 1.68 | -1.73 | -2.66 |
6 Months | 10.45 | 0.60 | -0.79 |
YTD | 0.49 | -2.81 | -4.44 |
1 Year | 5.30 | -3.31 | -7.00 |
3 Years Annualised | 1.95 | -0.29 | -2.87 |
5 Years Annualised | 5.04 | 0.59 | -1.00 |
10 Years Annualised | 7.02 | 1.55 | 0.13 |
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 | 2.09 | - | - | - |
2023 | 2.32 | -1.86 | -1.44 | 8.93 |
2022 | -5.29 | -8.20 | -1.79 | 4.17 |
2021 | 0.58 | 4.24 | 3.67 | 4.39 |
2020 | -10.71 | 12.04 | 3.53 | 4.21 |
2019 | 8.43 | 7.59 | 2.38 | 1.82 |
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