AXA Distribution Investment ICVC - AXA Distribution Fund R AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 6.26 | -7.73 | 14.47 | -2.79 | 8.16 | -11.44 | 6.41 | 5.37 |
+/- Category | -1.19 | -2.25 | 2.06 | -6.87 | 0.10 | -0.99 | -1.12 | -0.51 |
+/- Category Index | - | - | - | -8.08 | 0.17 | -2.19 | -2.85 | -1.61 |
% Rank in Category | 69 | 88 | 22 | 95 | 49 | 69 | 66 | 61 |
Trailing Returns (GBP) | 17/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.50 | 0.35 | 0.45 |
1 Week | 1.31 | 0.22 | 0.38 |
1 Month | 1.09 | 0.35 | 0.64 |
3 Months | 4.07 | 1.51 | 1.81 |
6 Months | 7.70 | 3.14 | 2.28 |
YTD | 5.85 | -0.21 | -1.34 |
1 Year | 9.36 | -1.17 | -2.38 |
3 Years Annualised | 0.06 | -1.05 | -2.61 |
5 Years Annualised | 1.32 | -1.80 | -2.74 |
10 Years Annualised | 2.77 | -1.22 | -2.66 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -0.18 | 1.85 | - | - |
2023 | 3.09 | -2.27 | 0.84 | 4.75 |
2022 | -2.57 | -9.06 | -6.50 | 6.91 |
2021 | 0.45 | 3.57 | 2.24 | 1.69 |
2020 | -14.34 | 8.60 | -2.25 | 6.90 |
2019 | 7.53 | 2.27 | 3.13 | 0.92 |
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