7IM AAP Income Fund S AccRegister 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 | 4.42 | -3.08 | 7.63 | 0.13 | 3.09 | -10.85 | 5.13 | 0.86 |
+/- Category | -0.44 | 0.79 | -1.44 | -3.71 | -0.35 | -0.57 | -1.15 | -0.91 |
+/- Category Index | - | - | - | -5.04 | -0.60 | 0.22 | -2.60 | -1.16 |
% Rank in Category | 59 | 32 | 73 | 89 | 63 | 58 | 75 | 85 |
Trailing Returns (GBP) | 18/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.06 | 0.02 | 0.02 |
1 Week | -1.12 | -0.16 | -0.38 |
1 Month | -1.00 | -0.47 | -0.58 |
3 Months | 1.15 | -0.50 | -0.64 |
6 Months | 5.98 | -0.08 | -0.74 |
YTD | -1.23 | -1.25 | -1.48 |
1 Year | 2.00 | -1.91 | -2.92 |
3 Years Annualised | -1.87 | -1.05 | -1.50 |
5 Years Annualised | -0.34 | -1.68 | -2.21 |
10 Years Annualised | 1.90 | -0.69 | -1.64 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.86 | - | - | - |
2023 | 0.64 | -0.60 | -1.19 | 6.36 |
2022 | -4.33 | -6.12 | -3.45 | 2.81 |
2021 | -0.66 | 3.16 | 0.07 | 0.53 |
2020 | -12.78 | 8.80 | -0.21 | 5.73 |
2019 | 3.20 | 3.06 | 0.98 | 0.22 |
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