Climate Assets Balanced Fund B GBP AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Annual Returns (GBP) | 29/02/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 29/02 | |
Price Return | 10.62 | -4.36 | 21.40 | 7.65 | 13.24 | -11.22 | 7.51 | 0.41 |
+/- Category | 0.61 | 2.01 | 5.73 | 2.40 | 2.09 | -1.14 | -0.86 | -1.12 |
+/- Category Index | - | - | - | 3.13 | 0.97 | -3.96 | -3.16 | -1.74 |
% Rank in Category | 40 | 20 | 6 | 31 | 26 | 70 | 63 | 80 |
Trailing Returns (GBP) | 28/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.60 | 0.32 | 0.52 |
1 Week | 0.77 | -0.12 | 0.27 |
1 Month | 1.92 | -0.84 | -0.95 |
3 Months | 2.21 | -2.10 | -2.87 |
6 Months | 11.56 | 1.40 | 0.72 |
YTD | 2.08 | -2.04 | -2.99 |
1 Year | 8.98 | -2.68 | -3.47 |
3 Years Annualised | 3.59 | -0.22 | -2.26 |
5 Years Annualised | 5.97 | 0.69 | -0.44 |
10 Years Annualised | 7.03 | 1.33 | 0.04 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | 2.24 | -1.93 | -1.49 | 8.84 |
2022 | -5.34 | -8.23 | -1.88 | 4.16 |
2021 | 0.53 | 4.21 | 3.62 | 4.31 |
2020 | -10.78 | 11.98 | 3.47 | 4.14 |
2019 | 8.36 | 7.56 | 2.33 | 1.79 |
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