Aegon Ethical Equity Fund GBP B AccRegister 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 | 13.51 | -17.41 | 31.31 | -0.82 | 16.27 | -22.41 | 14.91 | 5.86 |
+/- Category | -2.61 | -5.23 | 7.56 | 4.19 | -0.06 | -10.73 | 6.91 | -0.67 |
+/- Category Index | - | - | - | - | - | - | 7.29 | -1.43 |
% Rank in Category | 66 | 86 | 16 | 29 | 50 | 87 | 6 | 55 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.40 | -0.42 | 0.03 |
1 Week | 1.08 | 0.42 | 0.29 |
1 Month | 4.31 | 2.75 | 3.45 |
3 Months | 7.32 | 2.38 | 2.58 |
6 Months | 11.22 | 0.47 | 0.75 |
YTD | 8.06 | -0.44 | -0.93 |
1 Year | 20.88 | 4.70 | 4.74 |
3 Years Annualised | 0.02 | -2.12 | -7.53 |
5 Years Annualised | 4.56 | 0.16 | -0.64 |
10 Years Annualised | 5.15 | -0.49 | -0.78 |
Category: UK Flex-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.74 | 4.04 | - | - |
2023 | 2.30 | 0.01 | -0.89 | 13.32 |
2022 | -13.20 | -14.12 | -4.38 | 8.85 |
2021 | 3.21 | 6.53 | 4.24 | 1.45 |
2020 | -24.33 | 14.66 | 0.74 | 13.48 |
2019 | 9.52 | 7.23 | -1.26 | 13.24 |
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