Gemini Principal Asset Allocation Class B GBP AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Effective 01/05/2020, this fund's investment strategy changed to the extent that its record prior to that date is not relevant to its new format. Performance prior to that date is not shown. |
Annual Returns (GBP) | 29/02/2024 | |||||||
2021 | 2022 | 2023 | 29/02 | |||||
Price Return | 6.09 | -6.78 | -0.32 | 0.58 | ||||
+/- Category | -5.06 | 3.30 | -8.69 | -0.95 | ||||
+/- Category Index | -6.18 | 0.49 | -10.99 | -1.57 | ||||
% Rank in Category | 94 | 19 | 100 | 78 |
Trailing Returns (GBP) | 27/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.02 | -0.27 | -0.07 |
1 Week | 0.09 | -0.80 | -0.40 |
1 Month | 0.23 | -2.52 | -2.63 |
3 Months | 0.67 | -3.64 | -4.40 |
6 Months | 1.85 | -8.31 | -8.98 |
YTD | 0.67 | -3.45 | -4.41 |
1 Year | 1.51 | -10.16 | -10.94 |
3 Years Annualised | -1.12 | -4.92 | -6.97 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | -0.99 | -0.51 | 0.05 | 1.14 |
2022 | -4.84 | -2.74 | -1.87 | 2.64 |
2021 | 2.25 | 1.98 | -0.32 | 2.06 |
2020 | - | - | 4.39 | -0.60 |
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