ACUMEN Portfolio 4 X 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 | 4.53 | -5.63 | 12.68 | 4.63 | 4.59 | -10.47 | -0.01 | 0.60 |
+/- Category | -2.92 | -0.14 | 0.26 | 0.55 | -3.47 | -0.01 | -7.54 | -1.28 |
+/- Category Index | - | - | - | -0.66 | -3.40 | -1.21 | -9.27 | -1.58 |
% Rank in Category | 57 | 86 | 7 | 42 | 38 | 57 | 100 | 84 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.38 | 0.01 | -0.08 |
1 Week | 1.13 | 0.63 | 0.60 |
1 Month | -2.32 | -1.81 | -2.45 |
3 Months | -1.16 | -3.24 | -4.12 |
6 Months | 3.19 | -4.91 | -5.85 |
YTD | 0.84 | -1.05 | -2.33 |
1 Year | -0.20 | -6.88 | -9.40 |
3 Years Annualised | -2.62 | -3.39 | -5.11 |
5 Years Annualised | 1.00 | -1.84 | -3.19 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.99 | - | - | - |
2023 | 0.30 | -2.58 | 0.75 | 1.57 |
2022 | -2.63 | -6.34 | -2.92 | 1.13 |
2021 | 0.76 | 2.31 | -0.48 | 1.95 |
2020 | -13.50 | 8.56 | 4.78 | 6.35 |
2019 | 5.46 | 2.42 | 2.23 | 2.06 |
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