AXA Distribution Investment ICVC - AXA Global Sustainable Distribution Fund Z 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 | 8.05 | -4.36 | 13.53 | 8.11 | 13.95 | -14.36 | 7.90 | 5.04 |
+/- Category | 0.60 | 1.12 | 1.12 | 4.03 | 5.89 | -3.91 | 0.37 | 1.01 |
+/- Category Index | - | - | - | 2.82 | 5.96 | -5.11 | -1.37 | 0.09 |
% Rank in Category | 38 | 32 | 32 | 17 | 3 | 85 | 43 | 27 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.38 | 0.23 | 0.46 |
1 Week | 0.34 | -0.18 | 0.05 |
1 Month | 0.94 | -0.49 | 0.06 |
3 Months | 3.12 | 0.25 | -0.32 |
6 Months | 6.75 | 1.01 | 0.29 |
YTD | 5.58 | 0.73 | -0.18 |
1 Year | 10.18 | -0.25 | -2.00 |
3 Years Annualised | 1.23 | 0.10 | -1.45 |
5 Years Annualised | 3.66 | 0.69 | -0.25 |
10 Years Annualised | 6.31 | 2.26 | 0.75 |
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 | 3.40 | 1.59 | - | - |
2023 | 3.75 | 0.33 | -2.45 | 6.26 |
2022 | -3.17 | -10.42 | -1.98 | 0.72 |
2021 | 1.88 | 4.27 | 2.03 | 5.14 |
2020 | -8.83 | 11.79 | 1.32 | 4.69 |
2019 | 6.18 | 5.27 | 2.84 | -1.23 |
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