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

Growth Of 1000 (GBP) 30/04/2020
Fund:  AXA Rosenberg Equity Alpha Trust - AXA Rosenberg Global Equity Alpha Fund A GBP Acc
Category:  Global Large-Cap Blend Equity
Category Index:  MSCI ACWI NR USD
Growth of 1,000 GBP
Annual Returns (GBP)30/04/2020
 201320142015201620172018201930/04
Price Return27.4613.162.4425.6610.01-5.3520.49-11.84
+/- Category6.895.71-0.922.17-2.561.361.46-
+/- Category Index6.942.52-0.85-3.00-3.23-1.57-1.22-
% Rank in Category2313396562224282
Trailing Returns (GBP)12/05/2020
   Total Returns   +/- Category   +/- Category Index
1 Day-1.27   0.120.38
1 Week3.44   5.475.60
1 Month5.09   3.683.98
3 Months-14.34   -15.81-15.68
6 Months-9.88   -25.59-28.13
YTD-10.54   -14.33-15.18
1 Year-3.11   -12.31-13.11
3 Years Annualised2.64   -2.69-4.74
5 Years Annualised7.07   -3.77-6.08
10 Years Annualised8.21   -0.30-2.18
 
Quarterly Returns (GBP)30/04/2020
 Quarter 1Quarter 2Quarter 3Quarter 4
2020-19.04---
201910.504.893.200.74
2018-4.947.826.56-13.34
20175.17-0.562.632.50
20162.388.597.405.23
20155.98-5.72-4.897.80
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
31 Mar 1631 Mar 1731 Mar 1831 Mar 1931 Mar 20
-1.0329.08-0.5610.01-11.72
 
 
 
Advertisement
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)

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies