Verus Sustainable Balanced Fund A GBP AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
|
Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 8.61 | -6.40 | 15.01 | 5.97 | 8.85 | -15.37 | 7.63 | 1.55 |
+/- Category | 1.16 | -0.92 | 2.60 | 1.89 | 0.79 | -4.92 | 0.10 | -0.30 |
+/- Category Index | - | - | - | 0.68 | 0.86 | -6.12 | -1.64 | -0.62 |
% Rank in Category | 30 | 70 | 18 | 32 | 39 | 89 | 48 | 64 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.53 | 0.56 | 0.74 |
1 Week | 1.02 | 0.51 | 0.80 |
1 Month | 3.23 | 0.03 | 0.13 |
3 Months | 3.58 | -0.42 | -0.35 |
6 Months | 8.68 | 0.32 | 0.10 |
YTD | 4.25 | 0.14 | -0.48 |
1 Year | 9.67 | 0.41 | -1.12 |
3 Years Annualised | 1.39 | -0.34 | -1.84 |
5 Years Annualised | 2.99 | -0.39 | -1.45 |
10 Years Annualised | 3.98 | -0.02 | -1.53 |
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 | 3.04 | - | - | - |
2023 | 2.51 | 0.69 | -1.49 | 5.86 |
2022 | -7.38 | -9.10 | 0.60 | -0.09 |
2021 | -1.42 | 4.93 | 2.10 | 3.07 |
2020 | -11.85 | 11.32 | 2.61 | 5.24 |
2019 | 6.48 | 4.41 | 1.73 | 1.70 |
|
Advertisement |