7IM AAP Income Fund B AccRegister to Unlock Ratings |
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 | 3.52 | -3.95 | 6.70 | -0.76 | 2.21 | -11.63 | 4.22 | 0.64 |
+/- Category | -1.34 | -0.07 | -2.38 | -4.60 | -1.24 | -1.35 | -2.07 | -1.13 |
+/- Category Index | - | - | - | -5.93 | -1.48 | -0.56 | -3.52 | -1.38 |
% Rank in Category | 75 | 52 | 83 | 94 | 78 | 66 | 86 | 89 |
Trailing Returns (GBP) | 22/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.15 | 0.20 | -0.42 |
1 Week | -1.02 | 0.02 | -1.15 |
1 Month | -1.63 | -1.02 | -0.58 |
3 Months | 0.91 | -0.57 | -0.94 |
6 Months | 6.90 | 0.42 | -1.13 |
YTD | -1.40 | -1.38 | -2.15 |
1 Year | 1.36 | -2.73 | -4.14 |
3 Years Annualised | -2.53 | -1.70 | -2.39 |
5 Years Annualised | -1.19 | -2.52 | -3.16 |
10 Years Annualised | 0.99 | -1.59 | -2.58 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.64 | - | - | - |
2023 | 0.42 | -0.82 | -1.41 | 6.14 |
2022 | -4.54 | -6.33 | -3.67 | 2.59 |
2021 | -0.89 | 2.97 | -0.15 | 0.30 |
2020 | -12.96 | 8.56 | -0.43 | 5.48 |
2019 | 3.00 | 2.83 | 0.75 | -0.01 |
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