LSE - Delayed Quote GBp

AI Sustainable Stwdsp UK Eq Inc UK Instl (0P0001HB5J.L)

145.60 +0.20 (+0.14%)
At close: August 23 at 9:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 12.96%
5y Average Return 5.86%
Number of Years Up 3
Number of Years Down 3
Best 1Y Total Return (Aug 23, 2024) 26.09%
Worst 1Y Total Return (Aug 23, 2024) --
Best 3Y Total Return 26.09%
Worst 3Y Total Return -1.31%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001HB5J.L
Category
YTD
12.57%
0.00%
1-Month
3.87%
0.00%
3-Month
6.77%
0.00%
1-Year
17.21%
0.00%
3-Year
5.75%
0.00%
5-Year
5.15%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001HB5J.L
Category
2024
--
--
2023
10.45%
--
2022
-9.81%
--
2021
17.10%
--
2020
-8.98%
--
2019
26.09%
--
2018
-5.98%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.50% 3.71% -- --
2023 4.03% 1.24% -1.14% 6.09%
2022 -2.09% -6.63% -9.89% 9.47%
2021 3.98% 6.09% 2.05% 4.02%
2020 -25.32% 11.96% -2.37% 11.51%
2019 9.58% 5.69% 2.24% 6.49%
2018 -4.61% 6.98% -0.57% -7.33%

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 17.21%
3-Year 5.75%
5-Year 5.15%
10-Year --

Performance & Risk

YTD Return 12.96%
5y Average Return 5.86%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Aviva Investors UK Fund Services Limited
Net Assets 66M
YTD Return 12.57%
Yield 3.68%
Morningstar Rating
Inception Date Nov 21, 2019

Fund Summary

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