Templeton Global Balanced Fund W(acc)GBP-H1Register 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 | 14.32 | -11.50 | 11.83 | 5.67 | 5.99 | -13.66 | 14.84 | 0.00 |
+/- Category | 6.87 | -6.01 | -0.59 | 1.58 | -2.08 | -3.20 | 7.31 | -1.86 |
+/- Category Index | - | - | - | 0.38 | -2.01 | -4.40 | 5.58 | -2.18 |
% Rank in Category | 2 | 99 | 59 | 35 | 79 | 83 | 2 | 91 |
Trailing Returns (GBP) | 31/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.75 | 0.71 | 0.29 |
1 Week | -0.41 | 0.27 | -0.14 |
1 Month | 3.40 | 2.62 | 1.79 |
3 Months | 5.19 | 2.93 | 2.64 |
6 Months | 8.86 | 2.25 | 1.12 |
YTD | 3.40 | 0.74 | -0.43 |
1 Year | 14.07 | 5.55 | 3.22 |
3 Years Annualised | -0.11 | -1.06 | -2.79 |
5 Years Annualised | 4.65 | 1.41 | 0.27 |
10 Years Annualised | - | - | - |
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 | 1.45 | - | - | - |
2023 | 6.74 | 1.74 | -3.87 | 10.01 |
2022 | 0.17 | -11.62 | -12.38 | 11.30 |
2021 | 5.27 | 1.87 | -2.25 | 1.11 |
2020 | -20.40 | 11.51 | 4.15 | 14.30 |
2019 | 6.76 | 0.69 | -2.65 | 6.86 |
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