Premier Miton Defensive Multi Asset Fund B AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 7.12 | -4.67 | 9.13 | 6.83 | 2.34 | -7.78 | 6.25 | 2.72 |
+/- Category | 2.25 | -0.79 | 0.05 | 2.99 | -1.11 | 2.50 | -0.03 | 0.18 |
+/- Category Index | - | - | - | 1.66 | -1.36 | 3.29 | -1.48 | -0.05 |
% Rank in Category | 11 | 67 | 50 | 14 | 76 | 20 | 55 | 41 |
Trailing Returns (GBP) | 26/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.07 | 0.41 | 0.05 |
1 Week | -0.43 | 0.26 | 0.12 |
1 Month | -0.41 | -0.36 | -0.18 |
3 Months | 0.85 | -1.38 | -1.76 |
6 Months | 2.96 | -0.93 | -1.00 |
YTD | 2.28 | -0.30 | -0.68 |
1 Year | 7.35 | 0.54 | 0.03 |
3 Years Annualised | 0.44 | 0.94 | 0.59 |
5 Years Annualised | 2.20 | 0.91 | 0.48 |
10 Years Annualised | 3.18 | 0.42 | -0.43 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.35 | 0.36 | - | - |
2023 | 1.24 | -0.55 | 0.37 | 5.15 |
2022 | -2.33 | -4.47 | -2.65 | 1.52 |
2021 | -0.69 | 1.05 | 0.59 | 1.38 |
2020 | -6.05 | 7.07 | 2.91 | 3.19 |
2019 | 2.51 | 3.11 | 2.55 | 0.67 |
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