Atlantic House Balanced Return Fund Class A GBP AccumulatedRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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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) | 30/09/2024 | |||||||
30/09 | ||||||||
Price Return | 1.79 | |||||||
+/- Category | -4.93 | |||||||
+/- Category Index | -5.40 | |||||||
% Rank in Category | 99 |
Trailing Returns (GBP) | 24/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.01 | 0.07 | 0.15 |
1 Week | -1.04 | -0.32 | -0.15 |
1 Month | -0.86 | -1.14 | -1.42 |
3 Months | -1.49 | -4.12 | -4.23 |
6 Months | 1.63 | -3.44 | -3.79 |
YTD | 1.16 | -5.37 | -6.39 |
1 Year | 8.90 | -5.90 | -6.73 |
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) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.49 | 0.08 | 0.22 | - |
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