AXA Distribution Investment ICVC - AXA Global Sustainable Distribution Fund R IncomeRegister 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 | 7.24 | -5.07 | 12.68 | 7.35 | 13.05 | -14.97 | 7.11 | 4.64 |
+/- Category | -0.21 | 0.41 | 0.26 | 3.26 | 4.98 | -4.51 | -0.42 | 0.61 |
+/- Category Index | - | - | - | 2.06 | 5.05 | -5.71 | -2.16 | -0.31 |
% Rank in Category | 51 | 45 | 45 | 22 | 5 | 88 | 56 | 36 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.34 | 0.19 | 0.42 |
1 Week | 0.29 | -0.23 | 0.01 |
1 Month | 0.89 | -0.54 | 0.01 |
3 Months | 2.95 | 0.08 | -0.49 |
6 Months | 6.39 | 0.65 | -0.07 |
YTD | 5.15 | 0.30 | -0.61 |
1 Year | 9.41 | -1.02 | -2.77 |
3 Years Annualised | 0.47 | -0.66 | -2.21 |
5 Years Annualised | 2.89 | -0.08 | -1.02 |
10 Years Annualised | 5.53 | 1.48 | -0.03 |
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 | 3.20 | 1.39 | - | - |
2023 | 3.48 | 0.20 | -2.61 | 6.06 |
2022 | -3.33 | -10.63 | -2.10 | 0.54 |
2021 | 1.61 | 4.10 | 1.82 | 4.96 |
2020 | -8.97 | 11.52 | 1.17 | 4.52 |
2019 | 5.97 | 5.08 | 2.63 | -1.41 |
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