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data as at: 17/09/2020

Performance (%)

 Return type1 year3 years5 years10 years
AthelneyShare price total return-16.7-16.71.1121.3
UK Smaller Companies AIC sectorShare price total return-10.0-4.618.4193.5
AthelneyNAV total return9.80.922.0174.0
UK Smaller Companies AIC sectorNAV total return-7.2-4.224.4173.6
Morningstar UK Small Cap *Total return-7.5-5.913.2127

* 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
AthelneyShare price total return-4.727.38.8-8.1-16.7
AthelneyNAV total return3.816.3-3.1-5.59.8
Morningstar UK Small Cap *Total return4.415.26.1-4.2-7.5

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

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