AXA Rosenberg Equity Alpha Trust - AXA Rosenberg Global Equity Alpha Fund B USD Acc

Growth Of 1000 (GBP) 30/09/2020
Fund:  AXA Rosenberg Equity Alpha Trust - AXA Rosenberg Global Equity Alpha Fund B USD Acc
Category:  Global Large-Cap Blend Equity
Category Index:  MSCI ACWI NR USD
Growth of 1,000 GBP
Annual Returns (GBP)30/09/2020
 201320142015201620172018201930/09
Price Return27.1912.442.6626.1611.83-6.3818.96-1.43
+/- Category6.615.00-0.702.67-0.740.33-0.07-4.31
+/- Category Index6.671.80-0.63-2.50-1.41-2.60-2.75-5.31
% Rank in Category2417356244325779
Trailing Returns (GBP)22/10/2020
   Total Returns   +/- Category   +/- Category Index
1 Day0.48   -0.16-0.26
1 Week-2.32   -0.87-1.25
1 Month0.10   -1.47-3.20
3 Months0.25   -1.28-3.05
6 Months15.19   -1.51-3.27
YTD0.10   -3.98-5.97
1 Year3.52   -5.10-7.13
3 Years Annualised4.03   -1.43-3.94
5 Years Annualised10.22   -0.49-2.64
10 Years Annualised9.47   0.95-1.02
 
Quarterly Returns (GBP)30/09/2020
 Quarter 1Quarter 2Quarter 3Quarter 4
2020-18.3119.331.12-
201910.784.693.03-0.45
2018-5.167.666.38-13.81
20175.05-0.682.394.68
20161.628.437.256.76
20156.03-5.84-5.068.32
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Sep 1630 Sep 1730 Sep 1830 Sep 1930 Sep 20
28.0014.0513.702.99-1.87
 
 
 
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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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