CG Morningstar Multi Asset 40 Fund A GBP AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2021 | 2022 | 2023 | 30/06 | |||||
Price Return | 4.40 | -7.72 | 6.95 | 2.42 | ||||
+/- Category | 0.96 | 2.56 | 0.67 | -0.13 | ||||
+/- Category Index | 0.71 | 3.35 | -0.78 | -0.35 | ||||
% Rank in Category | 42 | 19 | 38 | 53 |
Trailing Returns (GBP) | 26/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.10 | 0.24 | -0.12 |
1 Week | -0.61 | 0.08 | -0.06 |
1 Month | -0.13 | -0.08 | 0.09 |
3 Months | 2.36 | 0.13 | -0.25 |
6 Months | 4.38 | 0.48 | 0.42 |
YTD | 2.50 | -0.08 | -0.46 |
1 Year | 6.85 | 0.04 | -0.46 |
3 Years Annualised | 0.99 | 1.49 | 1.14 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.38 | 1.02 | - | - |
2023 | 2.04 | -0.90 | 0.19 | 5.56 |
2022 | -2.64 | -4.85 | -2.81 | 2.49 |
2021 | -0.58 | 2.83 | 0.70 | 1.42 |
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