Alken Fund - Sustainable Income Opportunities SUSRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |||
Price Return | 4.01 | -0.60 | 2.66 | 9.20 | 2.25 | 1.23 | ||
+/- Category | 0.96 | -5.01 | 4.77 | 9.66 | 0.19 | 0.93 | ||
+/- Category Index | 1.53 | -6.38 | 7.52 | 16.18 | 3.01 | 2.44 | ||
% Rank in Category | 42 | 92 | 13 | 13 | 48 | 38 |
Trailing Returns (GBP) | 29/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.53 | -0.56 | -0.33 |
1 Week | -1.34 | -0.51 | -0.13 |
1 Month | 0.84 | 1.44 | 2.50 |
3 Months | 1.63 | 1.05 | 3.27 |
6 Months | 3.28 | 0.51 | 2.23 |
YTD | 2.08 | 2.08 | 4.93 |
1 Year | 8.01 | 5.06 | 10.57 |
3 Years Annualised | 5.54 | 4.74 | 9.07 |
5 Years Annualised | 3.34 | 2.26 | 4.79 |
10 Years Annualised | - | - | - |
Category: Global Flexible Bond | |||
Category Index: Morningstar Gbl Core Bd GR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.23 | - | - | - |
2023 | -1.93 | -1.50 | 4.56 | 1.23 |
2022 | 0.90 | 3.70 | 8.38 | -3.70 |
2021 | 0.19 | 0.61 | 2.38 | -0.52 |
2020 | -2.07 | 4.40 | -1.83 | -0.96 |
2019 | 0.73 | 4.55 | 4.54 | -5.53 |
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