7IM AAP Moderately Adventurous Fund S AccRegister 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 | 10.02 | -6.54 | 12.30 | 5.93 | 10.68 | -4.96 | 4.32 | 3.07 |
+/- Category | 0.02 | -0.17 | -3.37 | 0.68 | -0.46 | 5.13 | -4.04 | -0.35 |
+/- Category Index | - | - | - | 1.41 | -1.58 | 2.31 | -6.35 | -0.74 |
% Rank in Category | 50 | 54 | 89 | 43 | 59 | 9 | 93 | 66 |
Trailing Returns (GBP) | 10/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.45 | 0.06 | 0.18 |
1 Week | 2.06 | -0.06 | 0.37 |
1 Month | 1.84 | 0.09 | -0.40 |
3 Months | 5.55 | 0.50 | -0.21 |
6 Months | 10.79 | -0.90 | -1.38 |
YTD | 5.16 | -0.36 | -1.53 |
1 Year | 9.17 | -2.38 | -5.12 |
3 Years Annualised | 2.78 | -0.09 | -2.59 |
5 Years Annualised | 5.25 | 0.06 | -1.42 |
10 Years Annualised | 5.52 | -0.20 | -1.55 |
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 | 3.58 | - | - | - |
2023 | 0.39 | 0.05 | -0.33 | 4.21 |
2022 | -2.19 | -6.37 | 0.14 | 3.64 |
2021 | 2.79 | 4.40 | 1.14 | 1.98 |
2020 | -13.66 | 12.91 | 0.64 | 7.97 |
2019 | 6.26 | 3.10 | 2.02 | 0.48 |
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