Aegon Ethical Cautious Managed Fund GBP B AccRegister 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 | 8.49 | -10.39 | 17.83 | 2.23 | 9.24 | -20.01 | 12.02 | -0.33 |
+/- Category | 1.04 | -4.91 | 5.41 | -1.86 | 1.17 | -9.55 | 4.49 | -2.21 |
+/- Category Index | - | - | - | -3.06 | 1.25 | -10.75 | 2.76 | -2.50 |
% Rank in Category | 32 | 98 | 5 | 66 | 34 | 98 | 8 | 95 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.63 | 0.62 | 0.10 |
1 Week | 1.35 | 1.22 | 0.68 |
1 Month | 0.27 | 1.43 | 0.67 |
3 Months | 1.36 | -0.33 | -1.13 |
6 Months | 11.56 | 3.08 | 2.98 |
YTD | 0.33 | -1.18 | -2.37 |
1 Year | 7.82 | 1.60 | -0.69 |
3 Years Annualised | -1.96 | -2.63 | -4.26 |
5 Years Annualised | 1.62 | -1.15 | -2.48 |
10 Years Annualised | 2.89 | -0.87 | -2.44 |
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 | 0.99 | - | - | - |
2023 | 2.29 | -1.53 | 0.42 | 10.75 |
2022 | -10.24 | -10.74 | -6.75 | 7.07 |
2021 | 0.90 | 4.74 | 2.39 | 0.95 |
2020 | -14.11 | 9.50 | 0.83 | 7.79 |
2019 | 5.77 | 4.22 | 0.39 | 6.48 |
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