7IM Balanced Fund X AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2021 | 2022 | 2023 | 30/04 | |||||
Price Return | 6.65 | -6.86 | 5.42 | 1.88 | ||||
+/- Category | -1.42 | 3.59 | -2.11 | -0.01 | ||||
+/- Category Index | -1.35 | 2.40 | -3.84 | -0.30 | ||||
% Rank in Category | 69 | 16 | 79 | 52 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.15 | -0.22 | -0.31 |
1 Week | 0.74 | 0.24 | 0.21 |
1 Month | -0.77 | -0.26 | -0.89 |
3 Months | 2.50 | 0.42 | -0.46 |
6 Months | 8.57 | 0.47 | -0.47 |
YTD | 1.81 | -0.07 | -1.36 |
1 Year | 5.97 | -0.71 | -3.23 |
3 Years Annualised | 0.90 | 0.14 | -1.58 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.81 | - | - | - |
2023 | 0.34 | -0.22 | -0.45 | 5.77 |
2022 | -3.16 | -5.66 | -2.26 | 4.30 |
2021 | 1.07 | 4.10 | 0.40 | 0.95 |
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