Data as at: 03/12/2024

Fund manager benchmark
No benchmark

Performance (%)

Return type 1 year 3 years 5 years 10 years
Athelney Trust Share price total return -0.2 -13.9 -0.3 30.2
UK Smaller Companies AIC sector Share price total return 14.1 -13.8 13.6 97.2
Athelney Trust NAV total return 2.0 -27.0 -0.7 28.3
UK Smaller Companies AIC sector NAV total return 17.2 -9.4 21.7 98.2
Morningstar UK Small Cap * Total return 14.8 -4.5 12.6 59.2
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Discrete annual performance (%)

Return type 03/12/19 - 20 03/12/20 - 21 03/12/21 - 22 03/12/22 - 23 03/12/23 - 24
Athelney Trust Share price total return -5.9 23.1 -6.7 -7.5 -0.2
Athelney Trust NAV total return 2.9 28.3 -23.4 -8.7 2.0
Morningstar UK Small Cap * Total return 4.4 17.9 -13.2 -4.1 14.8
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* The Morningstar market index is not necessarily the official benchmark of the investment trust, but it has been identified as an appropriate comparative index. Please hover over the definition for further detail on the index construction.

Interactive graph

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