Dynamic Diversified Sub-FundRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Annual Returns (GBP) | 29/02/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 29/02 | |
Price Return | 10.77 | -2.64 | 7.51 | 3.41 | 12.42 | -8.13 | 10.34 | 3.41 |
+/- Category | 2.78 | 4.58 | -4.72 | -1.20 | 3.68 | 1.81 | 4.32 | 2.68 |
+/- Category Index | - | - | - | -1.88 | 4.42 | 1.13 | 1.08 | 2.16 |
% Rank in Category | 23 | 7 | 86 | 56 | 20 | 37 | 20 | 10 |
Trailing Returns (GBP) | 27/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.45 | 0.14 | 0.38 |
1 Week | 0.90 | 0.32 | 0.43 |
1 Month | 2.82 | 0.45 | 0.50 |
3 Months | 6.29 | 3.53 | 2.69 |
6 Months | 13.43 | 5.02 | 4.05 |
YTD | 6.24 | 3.53 | 2.64 |
1 Year | 16.55 | 8.36 | 6.81 |
3 Years Annualised | 5.48 | 3.63 | 2.13 |
5 Years Annualised | 5.22 | 1.73 | 0.74 |
10 Years Annualised | 5.02 | 1.41 | -0.48 |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | 2.12 | 2.82 | -1.52 | 6.70 |
2022 | -2.24 | -2.69 | -3.93 | 0.52 |
2021 | 3.28 | 5.51 | 0.56 | 2.59 |
2020 | -9.10 | 5.07 | 2.12 | 6.02 |
2019 | 4.80 | 1.21 | 0.16 | 1.20 |
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