7IM AAP Moderately Cautious 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 | 3.67 | -4.81 | 7.74 | 6.43 | 2.91 | -9.04 | 4.19 | -0.85 |
+/- Category | -1.19 | -0.94 | -1.34 | 2.60 | -0.54 | 1.24 | -2.09 | -0.67 |
+/- Category Index | - | - | - | 1.27 | -0.78 | 2.03 | -3.54 | -1.05 |
% Rank in Category | 73 | 70 | 72 | 15 | 68 | 30 | 87 | 79 |
Trailing Returns (GBP) | 28/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.18 | 0.09 | 0.14 |
1 Week | 0.76 | -0.03 | 0.31 |
1 Month | 2.16 | 0.48 | 0.36 |
3 Months | 1.31 | -0.32 | -0.70 |
6 Months | 7.39 | 0.62 | -0.41 |
YTD | 1.33 | -0.18 | -0.68 |
1 Year | 6.18 | -0.18 | -0.71 |
3 Years Annualised | -0.16 | -0.42 | -0.96 |
5 Years Annualised | 1.79 | -0.02 | -0.53 |
10 Years Annualised | 2.40 | -0.33 | -1.34 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | 0.18 | -0.72 | -1.06 | 5.88 |
2022 | -3.25 | -5.79 | -2.82 | 2.68 |
2021 | -0.60 | 2.71 | 0.08 | 0.73 |
2020 | -6.68 | 8.23 | 0.55 | 4.80 |
2019 | 3.90 | 2.23 | 1.65 | -0.21 |
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