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AXA Rosenberg Equity Alpha Trust - AXA Rosenberg Global Equity Alpha Fund A EUR Acc

Growth Of 1000 (GBP) 31/10/2019
Fund:  AXA Rosenberg Equity Alpha Trust - AXA Rosenberg Global Equity Alpha Fund A EUR Acc
Category:  Global Large-Cap Value Equity
Category Index:  MSCI ACWI Value NR USD
Growth of 1,000 GBP
Annual Returns (GBP)31/10/2019
 201220132014201520162017201831/10
Price Return8.9528.0512.703.4027.4912.46-5.8016.52
+/- Category0.734.785.131.94-0.421.522.514.86
+/- Category Index-1.537.893.444.23-6.784.44-0.563.79
% Rank in Category4520152850362617
Trailing Returns (GBP)13/11/2019
   Total Returns   +/- Category   +/- Category Index
1 Day-0.24   0.120.17
1 Week0.75   1.591.84
1 Month2.76   0.591.09
3 Months0.53   -1.72-2.45
6 Months9.02   1.621.82
YTD19.77   5.384.95
1 Year12.12   4.171.76
3 Years Annualised10.21   3.462.77
5 Years Annualised11.13   2.511.91
10 Years Annualised11.51   2.301.92
 
Quarterly Returns (GBP)31/10/2019
 Quarter 1Quarter 2Quarter 3Quarter 4
201910.974.843.17-
2018-4.987.846.55-13.73
20175.17-0.522.564.82
20162.288.507.456.92
20156.79-5.68-4.957.99
20142.052.172.795.16
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Sep 1530 Sep 1630 Sep 1730 Sep 1830 Sep 19
0.6928.7714.7214.443.55
 
 
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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