7IM Balanced Fund C 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 | 6.27 | -7.64 | 10.40 | 8.80 | 6.09 | -7.34 | 4.89 | 2.68 |
+/- Category | -1.18 | -2.15 | -2.01 | 4.72 | -1.97 | 3.12 | -2.64 | -0.25 |
+/- Category Index | - | - | - | 3.51 | -1.90 | 1.92 | -4.38 | -0.95 |
% Rank in Category | 69 | 87 | 79 | 13 | 78 | 20 | 85 | 60 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.60 | -0.30 | -0.21 |
1 Week | 0.25 | -0.28 | -0.11 |
1 Month | -1.41 | -0.34 | -0.37 |
3 Months | 2.61 | 0.11 | -0.04 |
6 Months | 8.91 | -0.27 | -0.78 |
YTD | 0.90 | -0.50 | -1.12 |
1 Year | 4.61 | -1.47 | -3.06 |
3 Years Annualised | 0.27 | -0.42 | -1.75 |
5 Years Annualised | 3.01 | 0.33 | -0.84 |
10 Years Annualised | 3.62 | -0.16 | -1.71 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.68 | - | - | - |
2023 | 0.18 | -0.35 | -0.53 | 5.63 |
2022 | -3.32 | -5.81 | -2.32 | 4.16 |
2021 | 0.91 | 3.93 | 0.27 | 0.89 |
2020 | -11.56 | 12.48 | 2.32 | 6.90 |
2019 | 5.68 | 2.32 | 1.58 | 0.52 |
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