7IM AAP Income Fund D 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 | 3.34 | -4.12 | 6.52 | -0.88 | 2.09 | -11.80 | 4.06 | 0.61 |
+/- Category | -1.53 | -0.24 | -2.56 | -4.71 | -1.36 | -1.52 | -2.23 | -1.17 |
+/- Category Index | - | - | - | -6.05 | -1.61 | -0.73 | -3.68 | -1.42 |
% Rank in Category | 79 | 57 | 85 | 94 | 79 | 69 | 89 | 90 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.32 | -0.08 | -0.02 |
1 Week | 0.33 | 0.05 | 0.24 |
1 Month | -1.49 | -0.34 | -0.26 |
3 Months | 0.60 | -0.97 | -0.70 |
6 Months | 7.41 | 0.18 | -0.17 |
YTD | -1.26 | -1.57 | -1.59 |
1 Year | 1.16 | -3.16 | -3.74 |
3 Years Annualised | -2.74 | -2.08 | -2.42 |
5 Years Annualised | -1.31 | -2.64 | -3.14 |
10 Years Annualised | 0.85 | -1.73 | -2.68 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.61 | - | - | - |
2023 | 0.38 | -0.85 | -1.45 | 6.09 |
2022 | -4.60 | -6.38 | -3.67 | 2.52 |
2021 | -0.92 | 2.93 | -0.16 | 0.27 |
2020 | -12.95 | 8.49 | -0.44 | 5.42 |
2019 | 2.98 | 2.76 | 0.75 | -0.09 |
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