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Personal Assets

data as at: 17/09/2020

Performance (%)

 Return type1 year3 years5 years10 years
Personal AssetsShare price total return8.618.145.677.7
Flexible Investment AIC sectorShare price total return-11.9-3.224.384.7
Personal AssetsNAV total return8.517.042.477.1
Flexible Investment AIC sectorNAV total return-1.710.938.4114.1
Morningstar UK *Total return-14.8-5.918.266.7

* The Morningstar market index is not necessarily the official benchmark of the investment company, however it has been identified as an appropriate comparative index. Please hover over the definition for further detail on the index construction.

Discrete annual performance (%)

 Return type17/09/15 - 1617/09/16 - 1717/09/17 - 1817/09/18 - 1917/09/19 - 20
Personal AssetsShare price total return19.23.41.27.58.6
Personal AssetsNAV total return17.13.7-0.27.98.5
Morningstar UK *Total return12.1125.94.2-14.8


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Data provided by Morningstar. Company documents provided by FE fundinfo. 

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