IFSL Wise Multi-Asset Income B AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Annual Returns (GBP) | 29/02/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 29/02 | |
Price Return | 15.77 | -12.03 | 21.46 | -9.94 | 21.59 | -3.72 | 7.17 | -3.03 |
+/- Category | 5.77 | -5.66 | 5.79 | -15.19 | 10.45 | 6.36 | -1.19 | -4.56 |
+/- Category Index | - | - | - | -14.46 | 9.33 | 3.54 | -3.49 | -5.18 |
% Rank in Category | 5 | 97 | 5 | 99 | 1 | 7 | 68 | 100 |
Trailing Returns (GBP) | 28/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.28 | -0.56 | -0.36 |
1 Week | 0.53 | -0.35 | 0.04 |
1 Month | 1.71 | -1.05 | -1.15 |
3 Months | -1.12 | -5.43 | -6.20 |
6 Months | 7.44 | -2.72 | -3.39 |
YTD | -1.35 | -5.47 | -6.42 |
1 Year | 8.65 | -3.02 | -3.80 |
3 Years Annualised | 5.13 | 1.32 | -0.72 |
5 Years Annualised | 4.74 | -0.55 | -1.67 |
10 Years Annualised | 6.11 | 0.41 | -0.88 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | -0.88 | -1.09 | 0.43 | 8.85 |
2022 | 1.83 | -6.03 | -5.80 | 6.81 |
2021 | 7.48 | 4.77 | 2.51 | 5.33 |
2020 | -35.30 | 14.00 | -2.92 | 25.77 |
2019 | 8.10 | 0.33 | -0.24 | 12.26 |
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