|

Funds Centre

Performances as at: 20/06/2008

Data provided by:

Morningstar

Funds Centre Navigation

Wealth 150 Funds

All Funds

Breadcrumb Trail

Funds provided by AXA Rosenberg Mgt Ireland Ltd

Funds provided by AXA Rosenberg Mgt Ireland Ltd
Performance1
Fund Name Morningstar Rating2 Fund Rating3 Annual Management Charge (%) 1 Year Change (%) Quartile Rank over 1 Year 3 Years Change (%) Quartile Rank over 3 Years Performance Details
AXA Rosenberg Eur Ex UK A € 4 stars Not rated 0.7 -7.12 2 49.93 2 Performance Details for AXA Rosenberg Eur Ex UK A €
AXA Rosenberg EurExUK SCap A 3 stars Not rated 0.8 -13.63 2 56.89 2 Performance Details for AXA Rosenberg EurExUK SCap A
AXA Rosenberg Eurobloc Eq Alp A 5 stars Not rated 0.7 -9.5 3 48.68 1 Performance Details for AXA Rosenberg Eurobloc Eq Alp A
AXA Rosenberg Glob SCp Alp A$ 4 stars Not rated 0.8 -7.77 2 27.87 3 Performance Details for AXA Rosenberg Glob SCp Alp A$
AXA Rosenberg Global Eq Alp A $ 3 stars Not rated 0.7 -6.08 2 22.96 3 Performance Details for AXA Rosenberg Global Eq Alp A $
AXA Rosenberg Jap SC Eq Alp A 5 stars Not rated 0.8 -14.47 1 -8.49 1 Performance Details for AXA Rosenberg Jap SC Eq Alp A
AXA Rosenberg Japan Eq Alpha A 4 stars Not rated 0.7 -10.25 2 8.76 2 Performance Details for AXA Rosenberg Japan Eq Alpha A
AXA Rosenberg PacExJap Eq Alp A$ 5 stars Not rated 0.8 4.87 1 95.17 1 Performance Details for AXA Rosenberg PacExJap Eq Alp A$
AXA Rosenberg Pan Europ Eq Alp A 4 stars Not rated 0.7 -8.29 3 40.11 2 Performance Details for AXA Rosenberg Pan Europ Eq Alp A
AXA Rosenberg Pan-Eur SC Alp A 3 stars Not rated 0.8 -16.35 3 41.29 3 Performance Details for AXA Rosenberg Pan-Eur SC Alp A
AXA Rosenberg Pc Ex-Jap A $ 4 stars Not rated 0.7 12.98 1 66.13 2 Performance Details for AXA Rosenberg Pc Ex-Jap A $
AXA Rosenberg UK Equity Alpha A 4 stars Not rated 0.7 -10.94 2 25.2 2 Performance Details for AXA Rosenberg UK Equity Alpha A
AXA Rosenberg UK S Cap Alpha A 2 stars Not rated 0.8 -31.47 4 -8.01 4 Performance Details for AXA Rosenberg UK S Cap Alpha A
AXA Rosenberg US Equity Alpha A 4 stars Not rated 0.7 -5.65 2 11.41 2 Performance Details for AXA Rosenberg US Equity Alpha A

Notes about the table

1All performances are expressed as percentage change, calculated in sterling on a bid-to-bid basis with dividend income reinvested gross of any applicable taxes. Quartile rankings descend from 1 (top 25%) to 4 (bottom 25%).

2The Morningstar Rating are a rating of the risk-return profile of a fund, calculated using a fund’s monthly performance relative to its sector average for each of the 36 months over the three years to date. The average and volatility of these 36 numbers is used to calculate a fund’s star rating. More stars are better. You may wish to read further about the history of the fund star ranking.

3Fund Ratings aim to identify investment funds that have provided consistently strong performance year after year relative to a meaningful peer group. You may wish to read more about the fund rating process.