7IM Balanced Fund C IncRegister 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 | 6.26 | -7.67 | 10.44 | 8.81 | 6.15 | -7.33 | 4.88 | 2.68 |
+/- Category | -1.19 | -2.19 | -1.97 | 4.73 | -1.92 | 3.13 | -2.65 | -0.25 |
+/- Category Index | - | - | - | 3.52 | -1.85 | 1.93 | -4.38 | -0.94 |
% Rank in Category | 69 | 88 | 78 | 13 | 77 | 20 | 85 | 60 |
Trailing Returns (GBP) | 25/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.09 | 0.22 | 0.30 |
1 Week | 0.82 | 0.30 | 0.47 |
1 Month | -1.17 | -0.09 | -0.12 |
3 Months | 3.26 | 0.76 | 0.61 |
6 Months | 9.41 | 0.23 | -0.28 |
YTD | 1.51 | 0.12 | -0.51 |
1 Year | 4.96 | -1.12 | -2.70 |
3 Years Annualised | 0.54 | -0.15 | -1.47 |
5 Years Annualised | 3.12 | 0.44 | -0.73 |
10 Years Annualised | 3.69 | -0.09 | -1.64 |
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 | 0.17 | -0.36 | -0.53 | 5.64 |
2022 | -3.30 | -5.83 | -2.29 | 4.15 |
2021 | 0.96 | 3.93 | 0.27 | 0.89 |
2020 | -11.56 | 12.44 | 2.36 | 6.90 |
2019 | 5.72 | 2.30 | 1.59 | 0.51 |
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