Verus Sustainable Balanced Fund B GBP IncRegister 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 | 8.82 | -6.22 | 15.21 | 6.49 | 9.72 | -14.84 | 8.29 | 1.72 |
+/- Category | 1.37 | -0.73 | 2.80 | 2.40 | 1.65 | -4.38 | 0.76 | -0.14 |
+/- Category Index | - | - | - | 1.20 | 1.72 | -5.58 | -0.97 | -0.46 |
% Rank in Category | 26 | 68 | 15 | 29 | 27 | 88 | 37 | 59 |
Trailing Returns (GBP) | 24/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.11 | 0.45 | 0.06 |
1 Week | -0.50 | 0.24 | 0.09 |
1 Month | 2.44 | 0.81 | 0.78 |
3 Months | 3.23 | 0.36 | 0.38 |
6 Months | 8.19 | 0.61 | -0.19 |
YTD | 3.94 | 0.60 | -0.17 |
1 Year | 9.13 | 0.25 | -1.88 |
3 Years Annualised | 1.62 | 0.27 | -1.23 |
5 Years Annualised | 3.54 | 0.27 | -0.81 |
10 Years Annualised | 4.44 | 0.53 | -0.98 |
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 | 3.15 | - | - | - |
2023 | 2.67 | 0.84 | -1.34 | 6.00 |
2022 | -7.23 | -8.95 | 0.76 | 0.07 |
2021 | -1.29 | 5.11 | 2.29 | 3.38 |
2020 | -11.80 | 11.45 | 2.76 | 5.42 |
2019 | 6.52 | 4.43 | 1.78 | 1.76 |
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