7IM Select Balanced Fund S 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 | 7.22 | 5.93 | -4.59 | 4.67 | 2.58 | |||
+/- Category | 3.14 | -2.14 | 5.87 | -2.86 | -0.35 | |||
+/- Category Index | 1.93 | -2.07 | 4.67 | -4.60 | -1.04 | |||
% Rank in Category | 22 | 80 | 6 | 86 | 63 |
Trailing Returns (GBP) | 23/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.74 | 0.43 | -0.12 |
1 Week | -0.27 | 0.60 | -0.39 |
1 Month | -0.94 | 0.55 | 0.05 |
3 Months | 3.10 | 0.76 | -0.24 |
6 Months | 8.79 | 0.35 | -1.14 |
YTD | 1.35 | 0.33 | -1.02 |
1 Year | 4.61 | -0.97 | -3.24 |
3 Years Annualised | 1.21 | 0.57 | -1.00 |
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 | 2.58 | - | - | - |
2023 | 0.16 | -0.40 | -0.40 | 5.35 |
2022 | -1.37 | -5.25 | -1.98 | 4.16 |
2021 | 1.65 | 3.26 | 0.04 | 0.88 |
2020 | -10.90 | 11.07 | 1.30 | 6.96 |
2019 | - | - | - | 0.32 |
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