AXA Distribution Investment ICVC - AXA Global Sustainable Distribution Fund Z AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 8.07 | -4.37 | 13.52 | 8.14 | 13.89 | -14.34 | 7.89 | 5.02 |
+/- Category | 0.62 | 1.12 | 1.10 | 4.05 | 5.82 | -3.88 | 0.36 | 0.99 |
+/- Category Index | - | - | - | 2.85 | 5.89 | -5.08 | -1.37 | 0.07 |
% Rank in Category | 38 | 33 | 32 | 17 | 3 | 85 | 43 | 28 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.37 | 0.22 | 0.44 |
1 Week | 0.34 | -0.18 | 0.06 |
1 Month | 0.95 | -0.48 | 0.07 |
3 Months | 3.13 | 0.26 | -0.31 |
6 Months | 6.78 | 1.04 | 0.32 |
YTD | 5.58 | 0.73 | -0.18 |
1 Year | 10.17 | -0.27 | -2.01 |
3 Years Annualised | 1.22 | 0.09 | -1.45 |
5 Years Annualised | 3.66 | 0.69 | -0.25 |
10 Years Annualised | 6.24 | 2.18 | 0.68 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.42 | 1.55 | - | - |
2023 | 3.72 | 0.34 | -2.46 | 6.28 |
2022 | -3.16 | -10.43 | -1.91 | 0.69 |
2021 | 1.83 | 4.28 | 2.02 | 5.12 |
2020 | -8.83 | 11.75 | 1.36 | 4.72 |
2019 | 6.17 | 5.04 | 3.04 | -1.21 |
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