7IM Balanced 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 | 5.74 | -8.13 | 10.07 | 8.38 | 5.83 | -7.70 | 4.47 | 2.56 |
+/- Category | -1.71 | -2.65 | -2.34 | 4.30 | -2.24 | 2.75 | -3.06 | -0.37 |
+/- Category Index | - | - | - | 3.09 | -2.17 | 1.55 | -4.79 | -1.06 |
% Rank in Category | 79 | 91 | 82 | 15 | 81 | 22 | 88 | 63 |
Trailing Returns (GBP) | 19/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.03 | 0.08 | 0.13 |
1 Week | -1.38 | 0.06 | -0.01 |
1 Month | -0.76 | -0.10 | -0.14 |
3 Months | 2.77 | 0.48 | 0.09 |
6 Months | 6.68 | -0.88 | -1.73 |
YTD | 0.51 | -0.20 | -0.98 |
1 Year | 3.43 | -1.84 | -3.73 |
3 Years Annualised | -0.21 | -0.55 | -2.17 |
5 Years Annualised | 2.59 | -0.01 | -1.23 |
10 Years Annualised | 3.25 | -0.53 | -2.04 |
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 | 2.56 | - | - | - |
2023 | 0.04 | -0.48 | -0.56 | 5.53 |
2022 | -3.43 | -5.92 | -2.39 | 4.09 |
2021 | 0.84 | 3.80 | 0.15 | 0.96 |
2020 | -11.66 | 12.37 | 2.24 | 6.80 |
2019 | 5.60 | 2.17 | 1.47 | 0.55 |
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