7IM AAP Income Fund C 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 | 4.22 | -3.28 | 7.43 | -0.09 | 2.89 | -11.03 | 4.93 | 0.81 |
+/- Category | -0.65 | 0.59 | -1.65 | -3.92 | -0.55 | -0.75 | -1.36 | -0.96 |
+/- Category Index | - | - | - | -5.25 | -0.80 | 0.04 | -2.81 | -1.21 |
% Rank in Category | 65 | 37 | 75 | 91 | 68 | 61 | 78 | 87 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.31 | -0.06 | -0.01 |
1 Week | 0.36 | 0.08 | 0.27 |
1 Month | -1.41 | -0.26 | -0.19 |
3 Months | 0.83 | -0.75 | -0.48 |
6 Months | 7.87 | 0.64 | 0.30 |
YTD | -0.98 | -1.29 | -1.32 |
1 Year | 2.02 | -2.30 | -2.88 |
3 Years Annualised | -1.93 | -1.27 | -1.61 |
5 Years Annualised | -0.48 | -1.81 | -2.31 |
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 | 0.81 | - | - | - |
2023 | 0.59 | -0.65 | -1.24 | 6.32 |
2022 | -4.38 | -6.17 | -3.49 | 2.76 |
2021 | -0.70 | 3.11 | 0.03 | 0.47 |
2020 | -12.82 | 8.75 | -0.27 | 5.67 |
2019 | 3.15 | 3.01 | 0.93 | 0.17 |
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