Verus Sustainable Balanced Fund A GBP 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 | 8.60 | -6.54 | 15.02 | 5.98 | 8.84 | -15.38 | 7.62 | 3.03 |
+/- Category | 1.15 | -1.06 | 2.60 | 1.90 | 0.78 | -4.92 | 0.09 | 0.10 |
+/- Category Index | - | - | - | 0.69 | 0.85 | -6.12 | -1.64 | -0.59 |
% Rank in Category | 30 | 73 | 18 | 32 | 40 | 89 | 48 | 47 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.53 | -0.56 | -1.13 |
1 Week | 0.10 | -0.57 | -1.01 |
1 Month | -1.84 | -0.82 | -1.29 |
3 Months | 2.02 | -0.22 | -1.07 |
6 Months | 8.73 | -0.75 | -1.97 |
YTD | 0.98 | -0.40 | -1.65 |
1 Year | 5.84 | -0.41 | -2.91 |
3 Years Annualised | -0.52 | -1.15 | -2.71 |
5 Years Annualised | 2.11 | -0.58 | -1.84 |
10 Years Annualised | 3.76 | -0.02 | -1.63 |
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 | 3.03 | - | - | - |
2023 | 2.51 | 0.69 | -1.50 | 5.85 |
2022 | -7.37 | -9.10 | 0.61 | -0.10 |
2021 | -1.42 | 4.93 | 2.09 | 3.07 |
2020 | -11.85 | 11.33 | 2.61 | 5.25 |
2019 | 6.48 | 4.39 | 1.73 | 1.71 |
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