7IM Moderately Adventurous Fund S 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 | 9.74 | -9.20 | 13.46 | 8.97 | 8.85 | -5.47 | 4.35 | 3.15 |
+/- Category | -0.27 | -2.83 | -2.21 | 3.72 | -2.30 | 4.61 | -4.02 | -0.27 |
+/- Category Index | - | - | - | 4.45 | -3.42 | 1.79 | -6.32 | -0.66 |
% Rank in Category | 54 | 87 | 78 | 21 | 78 | 11 | 93 | 63 |
Trailing Returns (GBP) | 24/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.12 | 0.31 | -0.16 |
1 Week | -0.73 | 0.12 | -0.05 |
1 Month | 2.16 | 0.22 | 0.18 |
3 Months | 4.22 | 0.50 | 0.28 |
6 Months | 9.49 | -0.01 | -1.03 |
YTD | 5.22 | 0.02 | -0.96 |
1 Year | 8.46 | -2.49 | -5.52 |
3 Years Annualised | 2.68 | -0.44 | -2.61 |
5 Years Annualised | 5.35 | 0.32 | -1.01 |
10 Years Annualised | 5.34 | -0.30 | -1.61 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.75 | - | - | - |
2023 | 0.27 | -0.43 | -0.21 | 4.73 |
2022 | -3.08 | -6.02 | -0.99 | 4.81 |
2021 | 2.36 | 4.38 | 0.64 | 1.23 |
2020 | -16.00 | 15.35 | 2.83 | 9.37 |
2019 | 7.05 | 2.60 | 1.94 | 1.33 |
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