7IM AAP Balanced 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 | 6.71 | -5.77 | 10.12 | 6.18 | 7.37 | -6.79 | 4.60 | 2.57 |
+/- Category | -0.74 | -0.28 | -2.29 | 2.09 | -0.69 | 3.67 | -2.93 | -0.36 |
+/- Category Index | - | - | - | 0.89 | -0.62 | 2.47 | -4.66 | -1.05 |
% Rank in Category | 61 | 59 | 81 | 31 | 59 | 16 | 87 | 63 |
Trailing Returns (GBP) | 25/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.28 | 0.02 | 0.11 |
1 Week | 0.83 | 0.30 | 0.47 |
1 Month | -1.03 | 0.05 | 0.01 |
3 Months | 2.97 | 0.47 | 0.32 |
6 Months | 8.58 | -0.60 | -1.10 |
YTD | 1.29 | -0.10 | -0.73 |
1 Year | 4.62 | -1.45 | -3.04 |
3 Years Annualised | 0.89 | 0.20 | -1.13 |
5 Years Annualised | 3.02 | 0.34 | -0.83 |
10 Years Annualised | 3.94 | 0.16 | -1.39 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.57 | - | - | - |
2023 | 0.16 | -0.27 | -0.48 | 5.22 |
2022 | -2.56 | -6.02 | -1.06 | 2.88 |
2021 | 1.36 | 3.71 | 0.58 | 1.56 |
2020 | -10.39 | 10.55 | 0.69 | 6.44 |
2019 | 5.24 | 2.57 | 1.70 | 0.31 |
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