Aegon Diversified Monthly Income Fund GBP B IncRegister 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 | 10.01 | -4.45 | 18.27 | -1.69 | 9.58 | -9.76 | 10.05 | 2.60 |
+/- Category | 2.56 | 1.04 | 5.85 | -5.77 | 1.52 | 0.69 | 2.52 | 0.75 |
+/- Category Index | - | - | - | -6.98 | 1.59 | -0.51 | 0.78 | 0.43 |
% Rank in Category | 14 | 34 | 4 | 92 | 29 | 46 | 17 | 28 |
Trailing Returns (GBP) | 07/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.25 | 0.49 | 0.70 |
1 Week | 1.24 | 0.36 | -0.55 |
1 Month | 1.75 | 1.22 | 0.68 |
3 Months | 4.45 | 1.43 | 0.82 |
6 Months | 10.88 | 2.17 | 1.24 |
YTD | 3.88 | 1.16 | -0.13 |
1 Year | 12.04 | 4.07 | 1.87 |
3 Years Annualised | 2.82 | 1.89 | 0.29 |
5 Years Annualised | 3.45 | 0.39 | -1.03 |
10 Years Annualised | 5.35 | 1.44 | -0.15 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.73 | - | - | - |
2023 | 0.58 | 2.63 | -0.49 | 7.13 |
2022 | -1.97 | -9.67 | -4.39 | 6.59 |
2021 | 2.42 | 1.59 | 0.69 | 4.60 |
2020 | -18.98 | 9.30 | 2.01 | 8.84 |
2019 | 8.41 | 3.09 | 1.46 | 4.31 |
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