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Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017* | 2018* | 2019* | 2020* | 2021* | 2022* | 2023 | 31/03 | |
Price Return | 9.05 | -4.26 | 13.11 | -1.27 | 8.69 | -7.36 | 5.39 | 0.91 |
+/- Category | 1.61 | 1.22 | 0.70 | -5.36 | 0.62 | 3.10 | -2.14 | -2.02 |
+/- Category Index | - | - | - | -6.56 | 0.70 | 1.90 | -3.88 | -2.72 |
% Rank in Category | 24 | 30 | 38 | 90 | 43 | 20 | 80 | 93 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.11 | -0.13 | -0.70 |
1 Week | 1.02 | 0.35 | -0.09 |
1 Month | -0.07 | 0.94 | 0.48 |
3 Months | 2.29 | 0.04 | -0.81 |
6 Months | 9.56 | 0.08 | -1.14 |
YTD | 0.54 | -0.83 | -2.08 |
1 Year | 4.44 | -1.81 | -4.31 |
3 Years Annualised* | 0.64 | 0.02 | -1.54 |
5 Years Annualised* | 2.00 | -0.68 | -1.95 |
10 Years Annualised* | 4.08 | 0.30 | -1.31 |
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 | 0.91 | - | - | - |
2023 | -0.08 | -0.54 | 0.27 | 5.75 |
2022 | -2.16* | -4.48 | -5.30 | 4.68 |
2021 | 2.21* | 3.84* | 1.38* | 1.02* |
2020 | -20.68* | 12.77* | 0.34* | 9.99* |
2019 | 5.68* | 2.54* | 0.87* | 3.48* |
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