Aegon Ethical Cautious Managed Fund GBP B IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 8.48 | -10.38 | 17.83 | 2.23 | 9.25 | -20.00 | 12.03 | 0.99 |
+/- Category | 1.03 | -4.90 | 5.42 | -1.85 | 1.18 | -9.54 | 4.50 | -1.93 |
+/- Category Index | - | - | - | -3.06 | 1.25 | -10.74 | 2.76 | -2.63 |
% Rank in Category | 32 | 98 | 5 | 66 | 33 | 98 | 8 | 92 |
Trailing Returns (GBP) | 23/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.67 | 0.36 | -0.19 |
1 Week | 0.63 | 1.50 | 0.51 |
1 Month | -1.28 | 0.21 | -0.29 |
3 Months | 1.79 | -0.55 | -1.55 |
6 Months | 14.47 | 6.03 | 4.55 |
YTD | -0.71 | -1.74 | -3.09 |
1 Year | 7.89 | 2.31 | 0.03 |
3 Years Annualised | -2.41 | -3.05 | -4.62 |
5 Years Annualised | 1.45 | -1.21 | -2.52 |
10 Years Annualised | 2.83 | -0.95 | -2.53 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.99 | - | - | - |
2023 | 2.29 | -1.52 | 0.42 | 10.75 |
2022 | -10.24 | -10.73 | -6.75 | 7.08 |
2021 | 0.90 | 4.74 | 2.39 | 0.96 |
2020 | -14.11 | 9.51 | 0.83 | 7.79 |
2019 | 5.77 | 4.22 | 0.39 | 6.48 |
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