Rathbone Multi-Asset Enhanced Growth Portfolio S-Class 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 | 15.15 | -6.44 | 20.00 | 10.70 | 15.86 | -12.53 | 12.30 | 3.70 |
+/- Category | 2.44 | 0.76 | 1.95 | 3.80 | 2.29 | -2.73 | 2.87 | -1.03 |
+/- Category Index | - | - | - | 4.72 | -0.46 | -6.68 | -0.11 | - |
% Rank in Category | 15 | 37 | 27 | 22 | 27 | 74 | 17 | - |
Trailing Returns (GBP) | 01/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -1.00 | -1.21 | -0.33 |
1 Week | -1.08 | -1.71 | -0.68 |
1 Month | -3.25 | -2.66 | -1.94 |
3 Months | 3.09 | -1.34 | -2.32 |
6 Months | 15.62 | 1.39 | 1.22 |
YTD | 2.66 | -2.08 | -2.77 |
1 Year | 11.78 | 0.35 | -1.81 |
3 Years Annualised | 3.01 | -0.25 | -3.53 |
5 Years Annualised | 6.43 | 0.69 | -1.46 |
10 Years Annualised | 8.19 | 1.37 | -0.62 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.11 | - | - | - |
2023 | 2.80 | 3.41 | -2.71 | 8.59 |
2022 | -5.31 | -11.02 | -3.26 | 7.32 |
2021 | 2.93 | 6.50 | 0.87 | 4.78 |
2020 | -15.88 | 14.54 | 4.24 | 10.22 |
2019 | 9.86 | 3.47 | 1.48 | 4.03 |
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