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Aviva Investors Sustainable Stewardship UK Equity Fund (0P000196MK.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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123.80+0.30 (+0.24%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.37%
5-year average return5.40%
Number of years up5
Number of years down3
Best 1-yr total return (27 Jun 2024)24.86%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return24.86%
Worst 3-yr total return0.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000196MK.LCategory
YTD8.29%0.00%
1-month2.92%0.00%
3-month8.06%0.00%
1-year9.58%0.00%
3-year4.38%0.00%
5-year6.15%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000196MK.LCategory
2024
N/AN/A
2023
6.79%N/A
2022
-6.06%N/A
2021
15.67%N/A
2020
-6.13%N/A
2019
24.86%N/A
2018
-5.20%N/A
2017
10.78%N/A
2016
7.48%N/A
2015
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.25%N/AN/AN/A
20233.72%0.96%0.00%1.99%
2022-4.42%-4.55%-6.75%10.42%
20213.65%6.24%2.18%2.79%
2020-23.80%13.52%-0.49%9.06%
20197.46%5.90%5.67%3.83%
2018-4.64%7.84%-0.82%-7.06%
20172.78%3.21%0.94%3.45%
2016-2.72%-2.65%10.04%3.14%
2015-7.11%5.50%N/AN/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year9.58%
3-year4.38%
5-year6.15%
10-yearN/A