7IM Moderately Adventurous Fund S AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 9.76 | -9.18 | 13.38 | 9.02 | 8.68 | -5.40 | 4.35 | 3.84 |
+/- Category | -0.24 | -2.82 | -2.29 | 3.77 | -2.46 | 4.68 | -4.01 | -0.58 |
+/- Category Index | - | - | - | 4.50 | -3.58 | 1.86 | -6.32 | -1.96 |
% Rank in Category | 54 | 87 | 79 | 20 | 79 | 10 | 93 | 68 |
Trailing Returns (GBP) | 14/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.18 | 0.18 | -0.05 |
1 Week | -0.55 | -0.35 | -0.78 |
1 Month | -1.29 | -0.80 | -1.29 |
3 Months | 1.83 | -0.48 | -1.69 |
6 Months | 6.31 | -0.54 | -1.77 |
YTD | 4.06 | -1.01 | -2.60 |
1 Year | 7.17 | -2.86 | -5.89 |
3 Years Annualised | 1.62 | -0.86 | -3.25 |
5 Years Annualised | 4.86 | 0.09 | -1.25 |
10 Years Annualised | 5.06 | -0.48 | -1.89 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.76 | - | - | - |
2023 | 0.28 | -0.42 | -0.21 | 4.72 |
2022 | -3.00 | -6.01 | -1.01 | 4.82 |
2021 | 2.30 | 4.39 | 0.63 | 1.14 |
2020 | -15.96 | 15.37 | 2.81 | 9.38 |
2019 | 7.04 | 2.58 | 1.94 | 1.29 |
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