7IM Balanced Fund S IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Annual Returns (GBP) | 29/02/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 29/02 | |
Price Return | 6.53 | -7.44 | 10.68 | 9.03 | 6.36 | -7.12 | 5.09 | 0.04 |
+/- Category | -0.92 | -1.95 | -1.74 | 4.95 | -1.71 | 3.34 | -2.44 | -0.52 |
+/- Category Index | - | - | - | 3.74 | -1.63 | 2.14 | -4.17 | -1.21 |
% Rank in Category | 64 | 85 | 76 | 12 | 74 | 18 | 83 | 69 |
Trailing Returns (GBP) | 27/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.19 | 0.08 | -0.14 |
1 Week | 1.28 | 0.32 | 0.20 |
1 Month | 2.35 | 0.33 | -0.11 |
3 Months | 3.06 | 0.38 | -0.34 |
6 Months | 7.74 | -0.41 | -1.59 |
YTD | 2.59 | 0.10 | -0.95 |
1 Year | 8.53 | -0.37 | -2.41 |
3 Years Annualised | 2.00 | 0.17 | -1.24 |
5 Years Annualised | 4.02 | 0.72 | -0.61 |
10 Years Annualised | 4.10 | 0.17 | -1.43 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | 0.24 | -0.30 | -0.50 | 5.69 |
2022 | -3.24 | -5.77 | -2.25 | 4.21 |
2021 | 1.02 | 3.99 | 0.34 | 0.90 |
2020 | -11.49 | 12.47 | 2.41 | 6.96 |
2019 | 5.78 | 2.37 | 1.66 | 0.53 |
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