AXA Distribution Investment ICVC - AXA Distribution Fund Z AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 7.07 | -7.02 | 15.29 | -2.07 | 9.00 | -10.81 | 7.21 | 4.70 |
+/- Category | -0.38 | -1.54 | 2.87 | -6.15 | 0.93 | -0.36 | -0.32 | -0.36 |
+/- Category Index | - | - | - | -7.36 | 1.00 | -1.56 | -2.05 | -1.66 |
% Rank in Category | 54 | 80 | 14 | 93 | 38 | 61 | 55 | 59 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.62 | 0.48 | 0.29 |
1 Week | 1.63 | 0.51 | -0.04 |
1 Month | 1.59 | 2.10 | 1.22 |
3 Months | 2.09 | 1.57 | 0.41 |
6 Months | 8.51 | 4.02 | 2.67 |
YTD | 4.70 | 0.54 | -1.53 |
1 Year | 10.08 | 0.89 | -1.93 |
3 Years Annualised | 0.37 | -0.11 | -1.89 |
5 Years Annualised | 2.32 | -0.62 | -1.77 |
10 Years Annualised | 3.47 | -0.55 | -2.03 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.04 | 2.02 | - | - |
2023 | 3.28 | -2.06 | 1.01 | 4.93 |
2022 | -2.37 | -8.94 | -6.29 | 7.06 |
2021 | 0.64 | 3.76 | 2.44 | 1.90 |
2020 | -14.20 | 8.82 | -2.09 | 7.12 |
2019 | 7.69 | 2.46 | 3.34 | 1.10 |
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