7IM Select Balanced Fund C GBP AccRegister 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 | 6.86 | 5.55 | -6.59 | 4.46 | 2.54 | |||
+/- Category | 2.78 | -2.51 | 3.87 | -3.07 | -0.38 | |||
+/- Category Index | 1.57 | -2.44 | 2.67 | -4.81 | -1.08 | |||
% Rank in Category | 25 | 84 | 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 | 3.06 | 0.42 | -0.12 |
6 Months | 6.09 | -1.04 | -1.84 |
YTD | 0.70 | -0.12 | -0.95 |
1 Year | 3.67 | -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 | 0.10 | -0.46 | -0.43 | 5.29 |
2022 | -3.27 | -5.32 | -2.03 | 4.11 |
2021 | 1.50 | 3.18 | -0.03 | 0.82 |
2020 | -11.08 | 11.00 | 1.25 | 6.92 |
2019 | - | - | - | 0.38 |
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