Clerical Medical Newton Balanced Life FundRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 4.78 | -2.00 | 14.62 | 5.10 | 14.01 | -3.43 | 7.47 | 4.16 |
+/- Category | -5.22 | 4.37 | -1.05 | -0.15 | 2.86 | 6.65 | -0.90 | 0.74 |
+/- Category Index | - | - | - | 0.58 | 1.74 | 3.83 | -3.20 | 0.35 |
% Rank in Category | 97 | 6 | 30 | 28 | 8 | 5 | 43 | 12 |
Trailing Returns (GBP) | 16/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.31 | 0.13 | -0.14 |
1 Week | 0.45 | -0.27 | -0.45 |
1 Month | 3.77 | 1.59 | 0.53 |
3 Months | 4.81 | -0.26 | -0.78 |
6 Months | 9.32 | -1.22 | -2.19 |
YTD | 6.82 | 1.08 | -0.31 |
1 Year | 10.69 | -0.52 | -3.55 |
3 Years Annualised | 6.65 | 2.97 | 0.90 |
5 Years Annualised | 7.07 | 1.74 | 0.43 |
10 Years Annualised | 6.28 | 0.62 | -0.79 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.95 | - | - | - |
2023 | 2.91 | 1.00 | 0.06 | 3.33 |
2022 | -1.60 | -4.52 | -0.06 | 2.84 |
2021 | 2.25 | 3.89 | 2.98 | 4.22 |
2020 | -9.82 | 9.60 | 1.10 | 5.18 |
2019 | 5.29 | 5.74 | 2.33 | 0.61 |
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