Clerical Medical Newton Balanced Pension 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 | 4.75 | -2.95 | 17.93 | 5.83 | 16.77 | -4.77 | 8.77 | 4.92 |
+/- Category | -5.25 | 3.42 | 2.26 | 0.58 | 5.62 | 5.31 | 0.40 | 1.50 |
+/- Category Index | - | - | - | 1.31 | 4.50 | 2.50 | -1.90 | 1.11 |
% Rank in Category | 96 | 14 | 27 | 37 | 5 | 8 | 43 | 11 |
Trailing Returns (GBP) | 15/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.24 | 0.04 | -0.21 |
1 Week | 0.35 | -0.39 | -0.55 |
1 Month | 3.01 | 0.68 | -0.23 |
3 Months | 5.74 | 0.28 | 0.15 |
6 Months | 10.71 | -0.12 | -0.80 |
YTD | 7.64 | 1.66 | 0.51 |
1 Year | 11.94 | 0.83 | -2.30 |
3 Years Annualised | 7.62 | 4.16 | 1.87 |
5 Years Annualised | 8.47 | 3.21 | 1.84 |
10 Years Annualised | 6.97 | 1.35 | -0.11 |
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 | 5.76 | - | - | - |
2023 | 3.44 | 1.21 | -0.24 | 4.14 |
2022 | -2.19 | -5.37 | -0.03 | 2.92 |
2021 | 2.51 | 4.77 | 3.29 | 5.26 |
2020 | -12.35 | 11.90 | 1.33 | 6.47 |
2019 | 6.24 | 7.10 | 2.76 | 0.86 |
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