7IM AAP Adventurous Fund S AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 12.63 | -7.82 | 14.73 | 5.82 | 13.66 | -4.71 | 3.84 | 4.56 |
+/- Category | -0.08 | -0.62 | -3.33 | -1.09 | 0.10 | 5.09 | -5.59 | -3.01 |
+/- Category Index | - | - | - | -0.17 | -2.65 | 1.14 | -8.57 | -4.79 |
% Rank in Category | 50 | 59 | 85 | 55 | 55 | 10 | 96 | 89 |
Trailing Returns (GBP) | 26/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.22 | 0.80 | -0.03 |
1 Week | -0.89 | 0.65 | 0.31 |
1 Month | -0.54 | 0.56 | 0.89 |
3 Months | 1.62 | -0.43 | -0.96 |
6 Months | 5.65 | -1.51 | -2.31 |
YTD | 4.06 | -2.14 | -3.91 |
1 Year | 5.82 | -4.65 | -7.01 |
3 Years Annualised | 2.45 | -0.43 | -3.80 |
5 Years Annualised | 4.52 | -0.78 | -2.98 |
10 Years Annualised | 5.80 | -0.80 | -2.96 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.77 | 0.75 | - | - |
2023 | 0.90 | -0.30 | -0.93 | 4.20 |
2022 | -2.10 | -6.90 | 1.26 | 3.25 |
2021 | 3.79 | 4.94 | 1.51 | 2.81 |
2020 | -16.50 | 14.85 | 1.26 | 8.97 |
2019 | 7.38 | 3.72 | 1.80 | 1.19 |
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