7IM Real Return Fund D Acc

Growth Of 1000 (GBP) 31/08/2020
Fund:  7IM Real Return Fund D Acc
Category:  GBP Flexible Allocation
Category Index:  Morningstar UK Moderate
Growth of 1,000 GBP
Annual Returns (GBP)31/08/2020
 201320142015201620172018201931/08
Price Return16.358.933.1311.524.63-2.555.76-1.54
+/- Category7.304.522.83-2.97-3.364.67-6.470.31
+/- Category Index8.85-0.021.28-7.40-2.13-0.59-7.15-0.82
% Rank in Category19523438369246
Trailing Returns (GBP)22/09/2020
   Total Returns   +/- Category   +/- Category Index
1 Day-0.27   0.52-0.27
1 Week-1.03   -0.39-0.63
1 Month0.53   0.43-0.48
3 Months0.87   -1.050.67
6 Months9.79   -6.51-3.32
YTD-1.45   1.10-2.24
1 Year0.31   0.67-0.19
3 Years Annualised0.91   -0.77-4.05
5 Years Annualised4.05   -0.43-3.86
10 Years Annualised-   --
 
Quarterly Returns (GBP)31/08/2020
 Quarter 1Quarter 2Quarter 3Quarter 4
2020-9.758.53--
20191.081.980.911.69
2018-1.350.260.72-2.19
20172.570.150.711.14
2016-1.791.938.462.71
20158.25-1.31-7.894.81
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Jun 1630 Jun 1730 Jun 1830 Jun 1930 Jun 20
-3.3714.440.751.550.50
 
 
 
Advertisement
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)

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies