7IM AAP Income Fund S 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 | 4.41 | -3.09 | 7.61 | 0.17 | 3.13 | -10.89 | 5.14 | 0.86 |
+/- Category | -0.46 | 0.79 | -1.47 | -3.67 | -0.32 | -0.60 | -1.15 | -0.92 |
+/- Category Index | - | - | - | -5.00 | -0.56 | 0.18 | -2.60 | -1.16 |
% Rank in Category | 59 | 32 | 73 | 88 | 63 | 58 | 75 | 86 |
Trailing Returns (GBP) | 25/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.20 | -0.26 | 0.10 |
1 Week | 0.62 | 0.06 | 0.54 |
1 Month | -1.22 | -0.29 | 0.00 |
3 Months | 1.47 | -0.33 | 0.16 |
6 Months | 7.94 | 0.23 | 0.37 |
YTD | -0.61 | -1.17 | -0.95 |
1 Year | 2.79 | -1.84 | -2.12 |
3 Years Annualised | -1.61 | -1.04 | -1.29 |
5 Years Annualised | -0.21 | -1.61 | -2.04 |
10 Years Annualised | 1.92 | -0.68 | -1.61 |
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 | 0.63 | -0.59 | -1.19 | 6.36 |
2022 | -4.37 | -6.13 | -3.42 | 2.78 |
2021 | -0.64 | 3.14 | 0.09 | 0.54 |
2020 | -12.73 | 8.77 | -0.18 | 5.72 |
2019 | 3.22 | 3.03 | 1.02 | 0.17 |
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