AXA Distribution Investment ICVC - AXA Distribution Fund Z IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 7.08 | -7.02 | 15.31 | -2.09 | 8.97 | -10.77 | 7.21 | 2.55 |
+/- Category | -0.37 | -1.54 | 2.89 | -6.17 | 0.90 | -0.31 | -0.32 | -0.27 |
+/- Category Index | - | - | - | -7.38 | 0.97 | -1.51 | -2.06 | -1.28 |
% Rank in Category | 54 | 80 | 14 | 93 | 38 | 61 | 55 | 58 |
Trailing Returns (GBP) | 25/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.08 | -0.10 | -0.16 |
1 Week | 0.47 | -0.12 | 0.35 |
1 Month | -0.44 | -1.09 | -1.59 |
3 Months | 3.21 | 1.78 | 1.06 |
6 Months | 2.73 | -1.82 | -2.84 |
YTD | 2.65 | -1.39 | -2.66 |
1 Year | 9.16 | -0.91 | -2.89 |
3 Years Annualised | 0.80 | -0.32 | -1.85 |
5 Years Annualised | 1.82 | -1.14 | -2.32 |
10 Years Annualised | 3.32 | -0.58 | -2.17 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.01 | - | - | - |
2023 | 3.29 | -2.08 | 0.96 | 4.99 |
2022 | -2.37 | -8.89 | -6.33 | 7.10 |
2021 | 0.66 | 3.78 | 2.40 | 1.86 |
2020 | -14.20 | 8.87 | -2.12 | 7.09 |
2019 | 7.73 | 2.60 | 3.15 | 1.14 |
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