7IM AAP Moderately Cautious 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 | 3.49 | -4.81 | 7.75 | 6.30 | 3.03 | -9.03 | 4.21 | 1.33 |
+/- Category | -1.37 | -0.94 | -1.33 | 2.47 | -0.42 | 1.26 | -2.08 | -0.44 |
+/- Category Index | - | - | - | 1.13 | -0.66 | 2.04 | -3.53 | -0.69 |
% Rank in Category | 75 | 70 | 71 | 18 | 64 | 30 | 86 | 70 |
Trailing Returns (GBP) | 19/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.09 | -0.12 | -0.02 |
1 Week | -1.23 | -0.27 | -0.22 |
1 Month | -0.98 | -0.45 | -0.28 |
3 Months | 1.28 | -0.37 | -0.22 |
6 Months | 6.02 | -0.04 | -1.12 |
YTD | -0.81 | -0.83 | -0.99 |
1 Year | 2.48 | -1.43 | -2.68 |
3 Years Annualised | -1.41 | -0.59 | -1.12 |
5 Years Annualised | 1.19 | -0.15 | -0.67 |
10 Years Annualised | 2.17 | -0.42 | -1.36 |
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 | 1.33 | - | - | - |
2023 | 0.19 | -0.70 | -1.08 | 5.88 |
2022 | -3.24 | -5.79 | -2.81 | 2.69 |
2021 | -0.47 | 2.71 | 0.07 | 0.72 |
2020 | -6.69 | 8.24 | 0.56 | 4.67 |
2019 | 3.90 | 2.24 | 1.64 | -0.21 |
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