EdenTree Responsible & Sustainable Managed Income ARegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 8.31 | -5.47 | 13.27 | -5.80 | 16.35 | -7.48 | 7.02 | 0.23 |
+/- Category | -1.69 | 0.90 | -2.40 | -11.05 | 5.21 | 2.61 | -1.34 | -3.19 |
+/- Category Index | - | - | - | -10.32 | 4.08 | -0.21 | -3.65 | -3.58 |
% Rank in Category | 77 | 36 | 81 | 97 | 6 | 25 | 70 | 96 |
Trailing Returns (GBP) | 14/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.08 | -0.02 | -0.23 |
1 Week | 1.62 | 0.51 | 0.93 |
1 Month | 4.06 | 2.41 | 2.01 |
3 Months | 6.80 | 1.46 | 1.24 |
6 Months | 10.07 | -1.23 | -1.42 |
YTD | 3.78 | -1.79 | -2.88 |
1 Year | 6.94 | -4.20 | -6.83 |
3 Years Annualised | 2.96 | -0.66 | -2.64 |
5 Years Annualised | 3.69 | -1.64 | -2.98 |
10 Years Annualised | 4.17 | -1.46 | -2.80 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.38 | - | - | - |
2023 | 2.00 | -1.65 | 0.85 | 5.80 |
2022 | -1.88 | -4.62 | -9.33 | 9.03 |
2021 | 6.08 | 4.92 | 0.22 | 4.31 |
2020 | -21.00 | 9.70 | -2.45 | 11.43 |
2019 | 5.22 | 2.94 | 0.60 | 3.96 |
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