Abbey Equity Pension Fund

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Growth Of 1000 (GBP) 31/03/2020
Fund:  Abbey Equity Pension Fund
Category:  UK Large-Cap Equity
Category Index:  FTSE AllSh TR GBP
Growth of 1,000 GBP
Annual Returns (GBP)31/03/2020
 201320142015201620172018201931/03
Price Return21.00-2.141.8712.1912.67-8.4915.59-26.46
+/- Category-2.58-3.14-0.56-0.921.041.33-3.76-
+/- Category Index0.20-3.310.90-4.56-0.430.99-3.58-1.33
% Rank in Category56885553281889-
Trailing Returns (GBP)31/03/2020
   Total Returns   +/- Category   +/- Category Index
1 Day4.54   1.912.36
1 Week9.06   1.194.32
1 Month-15.01   1.340.06
3 Months-26.46   -0.15-1.33
6 Months-24.20   -1.25-2.18
YTD-26.46   -0.15-1.33
1 Year-21.13   -1.85-2.68
3 Years Annualised-5.70   -0.45-1.46
5 Years Annualised-1.15   -0.56-1.72
10 Years Annualised2.69   -1.50-1.70
 
Quarterly Returns (GBP)31/03/2020
 Quarter 1Quarter 2Quarter 3Quarter 4
2020-26.46---
20197.792.301.703.07
2018-6.1610.20-1.12-10.51
20174.511.661.474.51
2016-1.271.078.723.41
20156.16-1.93-6.454.59
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
31 Mar 1631 Mar 1731 Mar 1831 Mar 1931 Mar 20
-5.2518.761.175.11-21.13
 
 
 
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Fund prices are updated every weekday after the close of trading and before 11pm wherever possible. Performance figures are presented in British Sterling (GBP). Fund returns are based upon NAV to NAV or Bid to Bid on an income reinvested basis. UK-domiciled funds report after-tax dividends. Non-UK-domiciled funds report gross dividends. Pension funds report after-tax returns.
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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