Rathbone Multi-Asset Strategic Income Portfolio Accumulation

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Growth Of 1000 (GBP) 30/06/2024
Fund:  Rathbone Multi-Asset Strategic Income Portfolio Accumulation
Category:  GBP Allocation 60-80% Equity
Category Index:  Morningstar UK Mod Adv Tgt Alloc NR GBP
Growth of 1,000 GBP
Annual Returns (GBP)30/06/2024
 201720182019202020212022202330/06
Price Return7.24-3.6412.120.908.66-6.067.283.31
+/- Category-2.762.73-3.55-4.35-2.484.02-1.09-2.66
+/- Category Index----3.62-3.611.20-3.39-3.73
% Rank in Category5117537643136791
Trailing Returns (GBP)24/07/2024
   Total Returns   +/- Category   +/- Category Index
1 Day-0.24   -0.53-0.17
1 Week-0.16   0.320.62
1 Month0.53   0.360.49
3 Months2.63   -0.47-0.45
6 Months5.09   -2.39-3.15
YTD4.14   -1.95-3.22
1 Year9.71   -0.69-2.70
3 Years Annualised2.51   0.16-2.05
5 Years Annualised3.22   -1.13-2.33
10 Years Annualised-   --
 
Quarterly Returns (GBP)30/06/2024
 Quarter 1Quarter 2Quarter 3Quarter 4
20242.290.99--
20230.84-0.440.726.10
2022-1.74-5.88-3.565.32
20212.252.910.812.44
2020-12.768.060.976.01
20195.543.181.581.35
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Jun 2030 Jun 2130 Jun 2230 Jun 2330 Jun 24
-2.9512.63-4.501.9710.39
 
 
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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