7IM Moderately Adventurous Fund C 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 | 9.52 | -9.41 | 13.10 | 8.79 | 8.42 | -5.64 | 4.14 | 3.06 |
+/- Category | -0.48 | -3.05 | -2.57 | 3.54 | -2.73 | 4.44 | -4.22 | -0.36 |
+/- Category Index | - | - | - | 4.27 | -3.85 | 1.63 | -6.52 | -0.75 |
% Rank in Category | 58 | 89 | 82 | 22 | 81 | 11 | 94 | 66 |
Trailing Returns (GBP) | 16/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.31 | 0.13 | 0.35 |
1 Week | 0.70 | -0.03 | 0.06 |
1 Month | 2.48 | 0.31 | -1.56 |
3 Months | 5.50 | 0.42 | 0.14 |
6 Months | 9.91 | -0.63 | -1.69 |
YTD | 5.58 | -0.16 | -1.51 |
1 Year | 9.04 | -2.16 | -5.49 |
3 Years Annualised | 3.09 | -0.58 | -2.65 |
5 Years Annualised | 5.16 | -0.17 | -1.29 |
10 Years Annualised | 5.15 | -0.52 | -1.93 |
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 | 3.69 | - | - | - |
2023 | 0.23 | -0.49 | -0.27 | 4.70 |
2022 | -3.07 | -6.07 | -1.07 | 4.75 |
2021 | 2.23 | 4.32 | 0.57 | 1.08 |
2020 | -16.01 | 15.31 | 2.77 | 9.31 |
2019 | 6.97 | 2.51 | 1.88 | 1.23 |
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