Royal London Sustainable Managed Growth Trust D 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 | 5.90 | -1.64 | 13.17 | 10.62 | 4.78 | -17.33 | 11.67 | 1.25 |
+/- Category | 1.03 | 2.23 | 4.09 | 6.79 | 1.33 | -7.05 | 5.38 | 0.54 |
+/- Category Index | - | - | - | 5.46 | 1.09 | -6.26 | 3.94 | 0.76 |
% Rank in Category | 30 | 7 | 5 | 2 | 34 | 98 | 1 | 29 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.16 | -0.15 | -0.25 |
1 Week | 0.51 | 0.02 | -0.06 |
1 Month | -0.75 | -0.17 | -0.68 |
3 Months | 1.48 | 0.45 | -0.16 |
6 Months | 9.28 | 2.95 | 2.48 |
YTD | 1.28 | 0.55 | -0.07 |
1 Year | 8.26 | 3.49 | 2.18 |
3 Years Annualised | -0.39 | 0.13 | -0.51 |
5 Years Annualised | 2.92 | 1.47 | 0.82 |
10 Years Annualised | 3.62 | 1.03 | 0.04 |
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 | 2.69 | - | - | - |
2023 | 3.40 | -1.07 | 1.29 | 7.77 |
2022 | -6.71 | -9.59 | -7.60 | 6.07 |
2021 | -2.78 | 4.19 | 0.96 | 2.46 |
2020 | -5.02 | 9.33 | 2.38 | 4.05 |
2019 | 4.96 | 3.77 | 2.99 | 0.89 |
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