VT AJ Bell Adventurous Fund Class I AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Annual Returns (GBP) | 29/02/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 29/02 | ||
Price Return | -5.12 | 19.56 | 6.20 | 14.24 | -0.10 | 8.47 | 1.63 | |
+/- Category | 2.08 | 1.51 | -0.70 | 0.68 | 9.69 | -0.96 | -0.75 | |
+/- Category Index | - | - | 0.21 | -2.07 | 5.74 | -3.94 | -1.73 | |
% Rank in Category | 17 | 32 | 52 | 48 | 3 | 67 | 73 |
Trailing Returns (GBP) | 27/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.17 | -0.28 | -0.62 |
1 Week | 1.25 | -0.16 | -0.28 |
1 Month | 2.62 | -0.03 | -0.73 |
3 Months | 5.14 | -0.32 | -1.71 |
6 Months | 9.62 | -1.13 | -3.04 |
YTD | 4.63 | -0.35 | -2.05 |
1 Year | 13.69 | 0.01 | -4.50 |
3 Years Annualised | 8.03 | 3.34 | -0.20 |
5 Years Annualised | 9.04 | 2.57 | -0.04 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | 1.32 | 0.88 | 1.08 | 4.99 |
2022 | 1.08 | -5.69 | 1.40 | 3.35 |
2021 | 3.30 | 5.18 | 1.61 | 3.47 |
2020 | -16.46 | 14.81 | 1.47 | 9.12 |
2019 | 7.98 | 5.24 | 2.14 | 3.00 |
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