7IM Select Balanced Fund S GBP AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Annual Returns (GBP) | 29/02/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 29/02 | ||||
Price Return | 7.10 | 5.83 | -6.38 | 4.68 | 0.03 | |||
+/- Category | 3.02 | -2.24 | 4.08 | -2.85 | -0.54 | |||
+/- Category Index | 1.81 | -2.16 | 2.88 | -4.58 | -1.22 | |||
% Rank in Category | 23 | 81 | 14 | 86 | 70 |
Trailing Returns (GBP) | 27/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.20 | 0.09 | -0.13 |
1 Week | 1.24 | 0.28 | 0.16 |
1 Month | 2.26 | 0.25 | -0.19 |
3 Months | 2.92 | 0.25 | -0.48 |
6 Months | 7.26 | -0.88 | -2.07 |
YTD | 2.46 | -0.03 | -1.07 |
1 Year | 8.09 | -0.81 | -2.85 |
3 Years Annualised | 1.78 | -0.06 | -1.47 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | 0.16 | -0.40 | -0.39 | 5.35 |
2022 | -3.22 | -5.25 | -1.98 | 4.16 |
2021 | 1.57 | 3.24 | 0.04 | 0.88 |
2020 | -11.02 | 11.06 | 1.30 | 6.98 |
2019 | - | - | - | 0.45 |
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