TB Wise Multi-Asset Income A Acc

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Growth Of 1000 (GBP) 30/04/2022
Fund:  TB Wise Multi-Asset Income A Acc
Category:  GBP Allocation 60-80% Equity
Category Index:  Morningstar UK Mod Adv Tgt Alloc NR GBP
Growth of 1,000 GBP
Annual Returns (GBP)30/04/2022
 201520162017201820192020202130/04
Price Return1.9122.6815.02-12.6120.67-10.5320.921.39
+/- Category-0.409.455.02-6.245.00-15.779.777.35
+/- Category Index------15.058.656.10
% Rank in Category505599710012
Trailing Returns (GBP)17/05/2022
   Total Returns   +/- Category   +/- Category Index
1 Day1.24   1.091.13
1 Week1.19   0.16-0.32
1 Month-3.14   -0.32-1.25
3 Months-1.33   2.300.27
6 Months0.98   9.426.67
YTD-0.42   7.545.16
1 Year7.83   8.856.07
3 Years Annualised5.66   1.020.15
5 Years Annualised2.88   -1.07-2.37
10 Years Annualised9.23   2.201.17
 
Quarterly Returns (GBP)30/04/2022
 Quarter 1Quarter 2Quarter 3Quarter 4
20221.70---
20217.324.612.405.19
2020-35.4013.81-3.0825.56
20197.930.17-0.4112.07
2018-7.415.91-1.02-9.97
20175.956.72-0.782.54
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
31 Mar 1831 Mar 1931 Mar 2031 Mar 2131 Mar 22
0.531.87-27.7748.6314.59
 
 
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)