Athelney | Performance

Performance (%)

Return type 1 year 3 years 5 years 10 years
Athelney Share price total return 38.8 6.3 47.2 181.2
UK Smaller Companies AIC sector Share price total return 74.7 43.0 104.9 357.1
Athelney NAV total return 32.0 33.5 46.8 215.2
UK Smaller Companies AIC sector NAV total return 63.7 38.5 89.0 308.0
Morningstar UK Small Cap * Total return 43.3 23.8 52.3 216.8

Discrete annual performance (%)

Return type 24/09/16 - 17 24/09/17 - 18 24/09/18 - 19 24/09/19 - 20 24/09/20 - 21
Athelney Share price total return 27.3 8.8 -8.1 -16.7 38.8
Athelney NAV total return 15.7 -3.2 -4.5 4.2 32.0
Morningstar UK Small Cap * Total return 16.5 5.6 -4.9 -9.1 43.3

* 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.

Interactive graph

Morningstar logo Data provided by Morningstar.

FE fundinfo logo Company documents provided by FE fundinfo.