Rathbone Multi-Asset Strategic Growth Portfolio S AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/01/2025 |
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Annual Returns (GBP) | 31/01/2025 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 31/01 | |
Price Return | -3.99 | 15.25 | 6.94 | 11.86 | -9.72 | 9.31 | 5.57 | 3.89 |
+/- Category | 2.38 | -0.42 | 1.70 | 0.71 | 0.36 | 0.95 | -3.43 | 0.49 |
+/- Category Index | - | - | 2.43 | -0.41 | -2.45 | -1.35 | -5.66 | 0.39 |
% Rank in Category | 24 | 14 | 24 | 9 | 53 | 36 | 90 | 26 |
Trailing Returns (GBP) | 10/02/2025 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.26 | -0.18 | -0.77 |
1 Week | -0.13 | -0.76 | -1.53 |
1 Month | 2.70 | -0.14 | -0.88 |
3 Months | 3.59 | -0.32 | -1.30 |
6 Months | 6.89 | -0.66 | -1.98 |
YTD | 3.27 | -0.35 | -0.95 |
1 Year | 8.64 | -3.55 | -6.26 |
3 Years Annualised | 3.58 | -0.80 | -3.32 |
5 Years Annualised | 5.14 | 0.20 | -1.32 |
10 Years Annualised | 6.00 | 0.26 | -1.14 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/01/2025 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.60 | -0.42 | 1.70 | 0.61 |
2023 | 2.14 | 1.48 | -2.03 | 7.65 |
2022 | -3.87 | -8.19 | -2.25 | 4.65 |
2021 | 1.12 | 4.97 | 1.41 | 3.92 |
2020 | -11.54 | 10.24 | 2.82 | 6.66 |
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