Rathbone Multi Asset Enhanced Growth Portfolio Retail Accumulation

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Growth Of 1000 (GBP) 30/11/2021
Fund:  Rathbone Multi Asset Enhanced Growth Portfolio Retail Accumulation
Category:  GBP Allocation 80%+ Equity
Category Index:  Morningstar UK Adv Tgt Alloc NR GBP
Growth of 1,000 GBP
Annual Returns (GBP)30/11/2021
 201420152016201720182019202030/11
Price Return8.132.2714.9514.01-7.0818.839.5912.63
+/- Category2.990.040.831.300.120.772.691.03
+/- Category Index------3.61-1.25
% Rank in Category1150352847422942
Trailing Returns (GBP)02/12/2021
   Total Returns   +/- Category   +/- Category Index
1 Day-0.68   -0.39-1.07
1 Week-3.14   -0.97-0.91
1 Month-1.66   -0.74-0.89
3 Months-1.44   -0.51-2.05
6 Months4.33   0.32-1.53
YTD11.05   0.06-3.10
1 Year13.38   -0.29-1.71
3 Years Annualised11.44   1.470.59
5 Years Annualised9.70   1.09-0.24
10 Years Annualised9.10   0.14-1.36
 
Quarterly Returns (GBP)30/11/2021
 Quarter 1Quarter 2Quarter 3Quarter 4
20212.676.240.61-
2020-16.1014.263.989.94
20199.603.211.233.77
2018-3.935.210.89-8.87
20175.332.920.674.48
2016-0.333.958.622.14
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Sep 1730 Sep 1830 Sep 1930 Sep 2030 Sep 21
11.476.534.353.4420.66
 
 
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)