Royal London Sustainable Managed Growth Trust B IncRegister 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 | 5.81 | -1.90 | 12.79 | 10.07 | 4.43 | -17.71 | 11.30 | 1.05 |
+/- Category | 0.94 | 1.97 | 3.71 | 6.24 | 0.98 | -7.43 | 5.02 | 0.34 |
+/- Category Index | - | - | - | 4.90 | 0.74 | -6.64 | 3.57 | 0.56 |
% Rank in Category | 32 | 12 | 6 | 2 | 41 | 99 | 2 | 34 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.24 | -0.08 | -0.18 |
1 Week | 0.55 | 0.07 | -0.02 |
1 Month | -0.76 | -0.18 | -0.69 |
3 Months | 1.34 | 0.31 | -0.30 |
6 Months | 9.02 | 2.69 | 2.22 |
YTD | 1.13 | 0.40 | -0.21 |
1 Year | 7.94 | 3.18 | 1.87 |
3 Years Annualised | -0.79 | -0.26 | -0.90 |
5 Years Annualised | 2.51 | 1.05 | 0.40 |
10 Years Annualised | 3.36 | 0.77 | -0.22 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.54 | - | - | - |
2023 | 3.26 | -1.15 | 1.30 | 7.65 |
2022 | -6.84 | -9.68 | -7.77 | 6.03 |
2021 | -2.82 | 4.08 | 0.85 | 2.38 |
2020 | -5.11 | 9.16 | 2.28 | 3.89 |
2019 | 4.87 | 3.69 | 2.90 | 0.80 |
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