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

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Growth Of 1000 (GBP) 31/05/2021
Fund:  AXA Rosenberg Equity Alpha Trust - AXA Rosenberg Global Equity Alpha Fund B EUR Acc
Category:  Global Large-Cap Blend Equity
Category Index:  MSCI ACWI NR USD
Growth of 1,000 GBP
Annual Returns (GBP)31/05/2021
 201420152016201720182019202031/05
Price Return12.042.7026.8411.81-6.4519.265.159.84
+/- Category4.60-0.663.35-0.760.270.23-5.443.30
+/- Category Index1.40-0.59-1.82-1.43-2.66-2.44-7.523.25
% Rank in Category1834564433548113
Trailing Returns (GBP)11/06/2021
   Total Returns   +/- Category   +/- Category Index
1 Day0.30   0.20-0.02
1 Week0.53   -0.24-0.28
1 Month2.70   0.33-0.63
3 Months6.06   -0.160.10
6 Months10.06   2.632.35
YTD11.28   3.282.75
1 Year26.83   5.69-0.21
3 Years Annualised7.96   -1.27-3.45
5 Years Annualised12.24   -0.27-2.58
10 Years Annualised10.77   1.04-1.00
 
Quarterly Returns (GBP)31/05/2021
 Quarter 1Quarter 2Quarter 3Quarter 4
20216.76---
2020-18.5219.301.156.94
201910.844.722.97-0.21
2018-5.177.656.41-13.88
20175.01-0.712.474.65
20162.158.357.346.77
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
31 Mar 1731 Mar 1831 Mar 1931 Mar 2031 Mar 21
30.390.989.34-12.3337.78
 
 
 
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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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