7IM Moderately Adventurous Fund B AccRegister 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 | 9.24 | -9.64 | 12.82 | 8.58 | 8.15 | -5.88 | 3.90 | 2.97 |
+/- Category | -0.76 | -3.27 | -2.85 | 3.33 | -2.99 | 4.20 | -4.47 | -0.45 |
+/- Category Index | - | - | - | 4.06 | -4.11 | 1.39 | -6.77 | -0.84 |
% Rank in Category | 62 | 90 | 84 | 24 | 83 | 12 | 95 | 68 |
Trailing Returns (GBP) | 16/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.31 | 0.13 | -0.14 |
1 Week | 0.70 | -0.03 | -0.21 |
1 Month | 2.46 | 0.29 | -0.78 |
3 Months | 5.43 | 0.36 | -0.17 |
6 Months | 9.78 | -0.76 | -1.72 |
YTD | 5.48 | -0.26 | -1.65 |
1 Year | 8.78 | -2.43 | -5.46 |
3 Years Annualised | 2.84 | -0.84 | -2.91 |
5 Years Annualised | 4.91 | -0.42 | -1.73 |
10 Years Annualised | 4.89 | -0.77 | -2.18 |
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 | 3.63 | - | - | - |
2023 | 0.16 | -0.55 | -0.33 | 4.64 |
2022 | -3.13 | -6.12 | -1.13 | 4.68 |
2021 | 2.17 | 4.26 | 0.51 | 1.02 |
2020 | -16.07 | 15.26 | 2.73 | 9.25 |
2019 | 6.91 | 2.45 | 1.82 | 1.16 |
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