Rathbone Multi-Asset Strategic Income Portfolio IncomeRegister 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 | 7.27 | -3.64 | 12.12 | 0.90 | 8.67 | -6.05 | 7.27 | 1.72 |
+/- Category | -2.73 | 2.73 | -3.55 | -4.35 | -2.48 | 4.03 | -1.10 | -1.70 |
+/- Category Index | - | - | - | -3.62 | -3.60 | 1.21 | -3.40 | -2.09 |
% Rank in Category | 51 | 17 | 53 | 76 | 43 | 13 | 67 | 89 |
Trailing Returns (GBP) | 16/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.36 | 0.18 | -0.09 |
1 Week | 0.87 | 0.15 | -0.03 |
1 Month | 3.67 | 1.50 | 0.43 |
3 Months | 4.10 | -0.97 | -1.50 |
6 Months | 8.62 | -1.92 | -2.89 |
YTD | 4.09 | -1.65 | -3.04 |
1 Year | 10.52 | -0.69 | -3.72 |
3 Years Annualised | 3.20 | -0.48 | -2.55 |
5 Years Annualised | 3.88 | -1.45 | -2.76 |
10 Years Annualised | - | - | - |
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 | 2.30 | - | - | - |
2023 | 0.83 | -0.44 | 0.71 | 6.10 |
2022 | -1.75 | -5.87 | -3.55 | 5.33 |
2021 | 2.26 | 2.90 | 0.82 | 2.44 |
2020 | -12.76 | 8.05 | 0.98 | 6.00 |
2019 | 5.53 | 3.19 | 1.58 | 1.35 |
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