7IM AAP Income Fund D 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 | 3.36 | -4.11 | 6.53 | -0.93 | 2.06 | -11.77 | 4.06 | 0.60 |
+/- Category | -1.50 | -0.24 | -2.55 | -4.76 | -1.39 | -1.49 | -2.23 | -1.17 |
+/- Category Index | - | - | - | -6.09 | -1.64 | -0.70 | -3.68 | -1.42 |
% Rank in Category | 78 | 56 | 84 | 94 | 80 | 69 | 89 | 90 |
Trailing Returns (GBP) | 18/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.05 | 0.02 | 0.02 |
1 Week | -1.14 | -0.18 | -0.40 |
1 Month | -1.09 | -0.56 | -0.67 |
3 Months | 0.89 | -0.76 | -0.90 |
6 Months | 5.44 | -0.63 | -1.29 |
YTD | -1.54 | -1.56 | -1.79 |
1 Year | 0.94 | -2.97 | -3.98 |
3 Years Annualised | -2.87 | -2.06 | -2.50 |
5 Years Annualised | -1.37 | -2.71 | -3.24 |
10 Years Annualised | 0.84 | -1.74 | -2.70 |
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 | 0.60 | - | - | - |
2023 | 0.38 | -0.86 | -1.45 | 6.10 |
2022 | -4.58 | -6.37 | -3.70 | 2.55 |
2021 | -0.93 | 2.94 | -0.19 | 0.27 |
2020 | -12.99 | 8.52 | -0.47 | 5.42 |
2019 | 2.96 | 2.79 | 0.71 | -0.05 |
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