7IM AAP Income Fund C 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 | 4.20 | -3.28 | 7.41 | -0.03 | 2.91 | -11.05 | 4.93 | 0.80 |
+/- Category | -0.67 | 0.59 | -1.67 | -3.87 | -0.53 | -0.77 | -1.36 | -0.97 |
+/- Category Index | - | - | - | -5.20 | -0.78 | 0.02 | -2.81 | -1.22 |
% Rank in Category | 65 | 37 | 75 | 90 | 68 | 61 | 78 | 87 |
Trailing Returns (GBP) | 19/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.06 | -0.01 | 0.01 |
1 Week | -1.12 | -0.08 | -0.12 |
1 Month | -0.96 | -0.35 | -0.26 |
3 Months | 1.02 | -0.46 | -0.48 |
6 Months | 6.44 | -0.04 | -0.70 |
YTD | -1.34 | -1.32 | -1.53 |
1 Year | 2.03 | -2.07 | -3.14 |
3 Years Annualised | -2.15 | -1.32 | -1.86 |
5 Years Annualised | -0.55 | -1.87 | -2.41 |
10 Years Annualised | 1.69 | -0.89 | -1.84 |
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 | 0.80 | - | - | - |
2023 | 0.58 | -0.65 | -1.24 | 6.32 |
2022 | -4.41 | -6.17 | -3.47 | 2.74 |
2021 | -0.70 | 3.10 | 0.04 | 0.48 |
2020 | -12.78 | 8.72 | -0.24 | 5.68 |
2019 | 3.18 | 2.98 | 0.95 | 0.14 |
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