LSE - Delayed Quote GBp

7IM Select Moderately Advnturs C GBP Acc (0P0001HPDZ.L)

119.98 +1.41 (+1.19%)
As of August 8 at 9:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 3.36%
5y Average Return 3.99%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Aug 8, 2024) 8.00%
Worst 1Y Total Return (Aug 8, 2024) --
Best 3Y Total Return 8.00%
Worst 3Y Total Return 2.04%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001HPDZ.L
Category
YTD
4.05%
0.00%
1-Month
0.27%
0.00%
3-Month
0.32%
0.00%
1-Year
8.56%
0.00%
3-Year
1.24%
0.00%
5-Year
0.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001HPDZ.L
Category
2024
--
--
2023
4.12%
--
2022
-5.19%
--
2021
7.62%
--
2020
8.00%
--
2019
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.72% 0.32% -- --
2023 0.32% -0.53% -0.18% 4.52%
2022 -2.55% -5.80% -1.01% 4.34%
2021 3.40% 3.03% -0.16% 1.19%
2020 -13.72% 13.22% 1.69% 8.72%
2019 1.03% -- -- --

Rank in Category (By Total Return)

YTD 85
1-Month 89
3-Month 90
1-Year 90
3-Year 74
5-Year --

Load Adjusted Returns

1-Year 8.56%
3-Year 1.24%
5-Year --
10-Year --

Performance & Risk

YTD Return 3.36%
5y Average Return 3.99%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.74
Morningstar Risk Rating

Fund Overview

Category --
Fund Family 7IM
Net Assets 193.94M
YTD Return 4.05%
Yield 0.95%
Morningstar Rating
Inception Date Jul 12, 2019

Fund Summary

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