ACUMEN Portfolio 8 X AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | ||
Price Return | -8.36 | 18.96 | 8.74 | 8.93 | -9.44 | -3.98 | 5.22 | |
+/- Category | -1.16 | 0.90 | 1.83 | -4.63 | 0.35 | -13.41 | -0.25 | |
+/- Category Index | - | - | 2.75 | -7.38 | -3.60 | -16.40 | -1.61 | |
% Rank in Category | 70 | 9 | 22 | 48 | 50 | 100 | 62 |
Trailing Returns (GBP) | 25/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.95 | -0.58 | -0.32 |
1 Week | 0.43 | -0.50 | -0.38 |
1 Month | -1.49 | -0.47 | -0.69 |
3 Months | 0.39 | -4.50 | -4.85 |
6 Months | 6.46 | -6.19 | -7.55 |
YTD | 3.38 | -0.59 | -1.87 |
1 Year | -0.79 | -10.60 | -14.34 |
3 Years Annualised | -2.40 | -5.49 | -8.86 |
5 Years Annualised | 2.40 | -2.99 | -5.39 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.22 | - | - | - |
2023 | -0.60 | -4.02 | 1.50 | -0.84 |
2022 | -1.50 | -4.82 | -4.40 | 1.04 |
2021 | 2.65 | 4.98 | -1.80 | 2.94 |
2020 | -22.43 | 15.63 | 8.66 | 11.56 |
2019 | 9.73 | 2.00 | 1.50 | 4.70 |
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