Atlantic House Balanced Return Fund Class A GBP AccumulatedRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Effective 06/10/2023, this fund's investment strategy changed to the extent that its record prior to that date is not relevant to its new format. Performance prior to that date is not shown. |
Annual Returns (GBP) | 31/03/2024 | |||||||
31/03 | ||||||||
Price Return | 1.49 | |||||||
+/- Category | -1.44 | |||||||
+/- Category Index | -2.14 | |||||||
% Rank in Category | 86 |
Trailing Returns (GBP) | 17/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.07 | 0.10 | -0.02 |
1 Week | -0.84 | 0.39 | 0.28 |
1 Month | -1.33 | -0.78 | -1.11 |
3 Months | 0.36 | -2.28 | -2.83 |
6 Months | 5.49 | -1.64 | -2.44 |
YTD | -0.88 | -1.70 | -2.53 |
1 Year | - | - | - |
3 Years Annualised | - | - | - |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.49 | - | - | - |
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