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data as at: 20/02/2020

Performance (%)

 Return type1 year3 years5 years10 years
AthelneyShare price total return10.58.646.4176.4
UK Smaller Companies AIC sectorShare price total return26.044.987.0371.4
AthelneyNAV total return17.317.037.7206.0
UK Smaller Companies AIC sectorNAV total return21.733.069.0290.0
Morningstar UK Small Cap *Total return17.723.742210

* 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 type20/02/15 - 1620/02/16 - 1720/02/17 - 1820/02/18 - 1920/02/19 - 20
AthelneyShare price total return16.815.49.7-10.58.2
AthelneyNAV total return-0.321.410.5-13.817.3
Morningstar UK Small Cap *Total return-5.721.88-2.717.7

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Data provided by Morningstar. Company documents provided by Financial Express. 

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