Climate Assets Balanced Fund C GBP IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/11/2024 |
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Annual Returns (GBP) | 30/11/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/11 | |
Price Return | 10.88 | -4.15 | 21.56 | 7.86 | 13.45 | -11.05 | 7.75 | 2.64 |
+/- Category | 0.88 | 2.22 | 5.89 | 2.62 | 2.30 | -0.97 | -0.62 | -7.63 |
+/- Category Index | - | - | - | 3.34 | 1.18 | -3.78 | -2.92 | -9.79 |
% Rank in Category | 36 | 19 | 5 | 29 | 24 | 68 | 60 | 99 |
Trailing Returns (GBP) | 06/12/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.24 | -0.10 | -0.34 |
1 Week | -0.24 | -0.87 | -0.91 |
1 Month | 0.10 | -2.35 | -2.61 |
3 Months | -0.49 | -5.14 | -6.87 |
6 Months | -0.09 | -5.19 | -6.25 |
YTD | 2.39 | -8.26 | -10.79 |
1 Year | 7.41 | -7.18 | -9.33 |
3 Years Annualised | -0.15 | -3.37 | -5.53 |
5 Years Annualised | 4.21 | -1.25 | -2.58 |
10 Years Annualised | 6.51 | 0.76 | -0.56 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/11/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.08 | -0.43 | 1.77 | - |
2023 | 2.29 | -1.87 | -1.43 | 8.91 |
2022 | -5.31 | -8.20 | -1.81 | 4.21 |
2021 | 0.60 | 4.23 | 3.67 | 4.37 |
2020 | -10.74 | 12.02 | 3.54 | 4.19 |
2019 | 8.38 | 7.59 | 2.38 | 1.83 |
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