7IM Balanced 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 | 5.74 | -8.10 | 9.97 | 8.37 | 5.66 | -7.71 | 4.48 | 2.58 |
+/- Category | -1.71 | -2.62 | -2.44 | 4.28 | -2.41 | 2.75 | -3.05 | -0.35 |
+/- Category Index | - | - | - | 3.08 | -2.34 | 1.55 | -4.79 | -1.05 |
% Rank in Category | 79 | 91 | 82 | 16 | 83 | 22 | 88 | 63 |
Trailing Returns (GBP) | 19/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.03 | 0.08 | 0.12 |
1 Week | -1.38 | 0.05 | -0.02 |
1 Month | -0.77 | -0.10 | -0.14 |
3 Months | 2.78 | 0.49 | 0.10 |
6 Months | 6.70 | -0.87 | -1.72 |
YTD | 0.53 | -0.18 | -0.97 |
1 Year | 3.45 | -1.83 | -3.71 |
3 Years Annualised | -0.24 | -0.58 | -2.20 |
5 Years Annualised | 2.55 | -0.06 | -1.27 |
10 Years Annualised | 3.23 | -0.55 | -2.07 |
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 | 2.58 | - | - | - |
2023 | 0.05 | -0.48 | -0.58 | 5.53 |
2022 | -3.43 | -5.93 | -2.39 | 4.09 |
2021 | 0.78 | 3.80 | 0.14 | 0.85 |
2020 | -11.67 | 12.40 | 2.20 | 6.80 |
2019 | 5.56 | 2.19 | 1.45 | 0.50 |
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