7IM Select Balanced Fund C GBP IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/03 | ||||
Price Return | 6.99 | 5.62 | -6.60 | 4.45 | 2.54 | |||
+/- Category | 2.91 | -2.45 | 3.86 | -3.08 | -0.39 | |||
+/- Category Index | 1.70 | -2.38 | 2.66 | -4.81 | -1.08 | |||
% Rank in Category | 24 | 83 | 15 | 88 | 64 |
Trailing Returns (GBP) | 18/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.03 | 0.01 | -0.11 |
1 Week | -1.51 | -0.28 | -0.39 |
1 Month | -0.44 | 0.11 | -0.22 |
3 Months | 3.05 | 0.41 | -0.14 |
6 Months | 6.10 | -1.04 | -1.84 |
YTD | 0.70 | -0.13 | -0.96 |
1 Year | 3.66 | -1.50 | -3.35 |
3 Years Annualised | 0.04 | -0.36 | -1.79 |
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 | 2.54 | - | - | - |
2023 | 0.09 | -0.44 | -0.46 | 5.30 |
2022 | -3.28 | -5.32 | -2.03 | 4.11 |
2021 | 1.55 | 3.18 | -0.03 | 0.83 |
2020 | -10.96 | 11.00 | 1.24 | 6.93 |
2019 | - | - | - | 0.25 |
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