7IM Real Return Fund D Acc

Growth Of 1000 (GBP) 30/11/2019
Fund:  7IM Real Return Fund D Acc
Category:  GBP Flexible Allocation
Category Index:  Morningstar UK Moderate
Growth of 1,000 GBP
Annual Returns (GBP)30/11/2019
 20132014201520162017201830/11
Price Return16.358.933.1311.524.63-2.554.35
+/- Category7.304.522.83-2.97-3.364.67-6.28
+/- Category Index8.85-0.021.28-7.40-2.13--8.25
% Rank in Category195234383692
Trailing Returns (GBP)13/12/2019
   Total Returns   +/- Category   +/- Category Index
1 Day0.14   -0.290.14
1 Week0.19   -0.530.22
1 Month0.29   -0.310.91
3 Months0.56   -0.171.76
6 Months2.02   -1.150.11
YTD4.38   -6.39-7.07
1 Year3.92   -4.45-5.90
3 Years Annualised2.45   -1.66-3.44
5 Years Annualised4.37   -0.39-3.31
10 Years Annualised-   --
 
Quarterly Returns (GBP)30/11/2019
 Quarter 1Quarter 2Quarter 3Quarter 4
20191.081.980.91-
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
20141.492.042.942.18
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Sep 1530 Sep 1630 Sep 1730 Sep 1830 Sep 19
0.5513.796.250.771.73
 
 
 
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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)

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