Trojan Ethical Fund S AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 30/04 | ||||
Price Return | 11.20 | 10.41 | -4.35 | 5.23 | 2.98 | |||
+/- Category | 6.59 | 1.67 | 5.59 | -0.79 | 0.99 | |||
+/- Category Index | 5.91 | 2.41 | 4.90 | -4.04 | 0.80 | |||
% Rank in Category | 12 | 34 | 21 | 62 | 40 |
Trailing Returns (GBP) | 24/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.48 | -0.65 | -0.53 |
1 Week | -0.92 | -0.33 | -0.33 |
1 Month | 0.47 | -1.52 | -1.18 |
3 Months | 3.11 | -0.16 | 0.26 |
6 Months | 5.47 | -2.45 | -2.91 |
YTD | 3.56 | -0.95 | -0.55 |
1 Year | 6.19 | -2.71 | -4.82 |
3 Years Annualised | 3.79 | 3.08 | 0.94 |
5 Years Annualised | 6.10 | 2.79 | 1.74 |
10 Years Annualised | - | - | - |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.49 | - | - | - |
2023 | 1.99 | -0.47 | 0.45 | 3.19 |
2022 | 0.09 | -4.60 | -0.34 | 0.51 |
2021 | -0.58 | 5.37 | 2.64 | 2.68 |
2020 | 0.15 | 7.43 | 2.70 | 0.64 |
2019 | - | 4.98 | 2.54 | -0.18 |
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