Balanced Index Sub-FundRegister 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 | 11.88 | -5.80 | 16.96 | 2.36 | 15.77 | -15.34 | 16.90 | 7.09 |
+/- Category | -0.83 | 1.40 | -1.09 | -4.54 | 2.20 | -5.54 | 7.47 | 1.62 |
+/- Category Index | - | - | - | -3.62 | -0.55 | -9.49 | 4.49 | 0.26 |
% Rank in Category | 47 | 38 | 50 | 84 | 27 | 89 | 3 | 8 |
Trailing Returns (GBP) | 19/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.58 | -1.00 | -2.04 |
1 Week | -2.37 | -0.85 | -2.44 |
1 Month | -2.01 | -0.15 | -1.03 |
3 Months | 3.74 | -0.93 | -2.58 |
6 Months | 13.01 | 2.33 | -0.82 |
YTD | 3.19 | 0.02 | -2.32 |
1 Year | 13.33 | 4.64 | 0.43 |
3 Years Annualised | 3.86 | 0.91 | -2.87 |
5 Years Annualised | 5.16 | -0.21 | -2.76 |
10 Years Annualised | 6.81 | 0.28 | -2.02 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.09 | - | - | - |
2023 | 5.73 | 3.13 | -0.96 | 8.25 |
2022 | -4.14 | -11.47 | -4.82 | 4.82 |
2021 | 2.03 | 6.26 | 0.85 | 5.88 |
2020 | -16.30 | 12.59 | -0.25 | 8.89 |
2019 | 7.78 | 4.22 | 2.56 | 1.53 |
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