Rathbone Multi-Asset Strategic Income Portfolio S AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | |
Price Return | 7.24 | -3.64 | 12.12 | 0.90 | 8.66 | -6.06 | 7.28 | 6.67 |
+/- Category | -2.76 | 2.73 | -3.55 | -4.35 | -2.48 | 4.02 | -1.09 | -1.11 |
+/- Category Index | - | - | - | -3.62 | -3.61 | 1.20 | -3.39 | -2.13 |
% Rank in Category | 51 | 17 | 53 | 76 | 43 | 13 | 67 | 76 |
Trailing Returns (GBP) | 25/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.24 | -0.09 | -0.03 |
1 Week | -0.96 | -0.17 | 0.02 |
1 Month | 0.13 | -0.71 | -1.04 |
3 Months | 2.88 | 0.02 | -0.32 |
6 Months | 5.54 | 0.47 | -0.33 |
YTD | 6.80 | -1.26 | -2.91 |
1 Year | 14.97 | -1.59 | -3.32 |
3 Years Annualised | 3.10 | 0.53 | -1.72 |
5 Years Annualised | 3.85 | -1.11 | -2.36 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.29 | 0.99 | 3.26 | - |
2023 | 0.84 | -0.44 | 0.72 | 6.10 |
2022 | -1.74 | -5.88 | -3.56 | 5.32 |
2021 | 2.25 | 2.91 | 0.81 | 2.44 |
2020 | -12.76 | 8.06 | 0.97 | 6.01 |
2019 | 5.54 | 3.18 | 1.58 | 1.35 |
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