EdenTree Responsible & Sustainable Managed Income BRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Annual Returns (GBP) | 29/02/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 29/02 | |
Price Return | 8.80 | -4.94 | 13.85 | -5.32 | 16.95 | -6.98 | 7.63 | -0.82 |
+/- Category | -1.20 | 1.43 | -1.82 | -10.56 | 5.80 | 3.10 | -0.73 | -2.35 |
+/- Category Index | - | - | - | -9.84 | 4.68 | 0.28 | -3.03 | -2.97 |
% Rank in Category | 71 | 26 | 74 | 97 | 5 | 21 | 62 | 94 |
Trailing Returns (GBP) | 28/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.30 | 0.20 | -0.07 |
1 Week | 1.15 | -0.06 | -0.18 |
1 Month | 2.81 | 0.45 | -0.11 |
3 Months | 1.64 | -2.48 | -3.35 |
6 Months | 8.06 | -1.33 | -2.72 |
YTD | 1.49 | -2.33 | -3.49 |
1 Year | 8.74 | -2.41 | -5.49 |
3 Years Annualised | 4.00 | 0.34 | -1.76 |
5 Years Annualised | 4.03 | -1.12 | -2.61 |
10 Years Annualised | 4.77 | -0.79 | -2.26 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | 2.20 | -1.55 | 1.03 | 5.88 |
2022 | -1.71 | -4.49 | -9.22 | 9.14 |
2021 | 6.27 | 5.01 | 0.35 | 4.43 |
2020 | -20.93 | 9.94 | -2.41 | 11.61 |
2019 | 5.29 | 3.18 | 0.64 | 4.13 |
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