Trojan Ethical Fund O AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
|
Annual Returns (GBP) | 31/03/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/03 | ||||
Price Return | 10.94 | 10.14 | -4.59 | 5.16 | 2.44 | |||
+/- Category | 6.32 | 1.40 | 5.35 | -0.85 | -0.42 | |||
+/- Category Index | 5.65 | 2.14 | 4.67 | -4.10 | -1.19 | |||
% Rank in Category | 14 | 36 | 21 | 62 | 64 |
Trailing Returns (GBP) | 29/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.32 | 0.09 | -0.28 |
1 Week | -0.09 | -1.00 | -1.20 |
1 Month | 0.65 | 1.29 | 1.20 |
3 Months | 2.93 | 0.39 | -0.17 |
6 Months | 6.02 | -3.83 | -4.68 |
YTD | 3.11 | 1.36 | 0.48 |
1 Year | 5.56 | -0.42 | -3.20 |
3 Years Annualised | 3.42 | 2.88 | 1.23 |
5 Years Annualised | 5.99 | 3.28 | 2.04 |
10 Years Annualised | - | - | - |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.44 | - | - | - |
2023 | 1.92 | -0.44 | 0.49 | 3.13 |
2022 | 0.03 | -4.66 | -0.40 | 0.45 |
2021 | -0.64 | 5.31 | 2.58 | 2.61 |
2020 | 0.08 | 7.37 | 2.64 | 0.58 |
2019 | - | 4.91 | 2.46 | -0.23 |
|
Advertisement |