Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | Benchmark |
3 years | -22.90 | -21.89 |
5 years | -17.76 | -16.30 |
Annualised | Fund | Benchmark |
1 year | 0.13 | 1.07 |
3 years | -8.30 | -7.90 |
5 years | -3.83 | -3.49 |
Since launch | 1.54 | - |
As at 31 Dec 2023
Cumulative | Fund | Benchmark |
3 years | -25.37 | -25.10 |
5 years | -13.69 | -13.31 |
Annualised | Fund | Benchmark |
1 year | 3.82 | 3.69 |
3 years | -9.29 | -9.18 |
5 years | -2.90 | -2.81 |
Since launch | 1.91 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 December | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 13.36 | 0.53 | 10.62 | 1.43 | 0.56 | 6.66 | 8.43 | -5.20 | -24.17 | 3.82 |
Benchmark | 13.86 | 0.57 | 10.10 | 1.83 | 0.57 | 6.90 | 8.27 | -5.16 | -23.83 | 3.69 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 13.36 | 0.53 | 10.62 | 1.43 | 0.56 | 6.66 | 8.43 | -5.20 | -24.17 | 3.82 |
Benchmark | 13.86 | 0.57 | 10.10 | 1.83 | 0.57 | 6.90 | 8.27 | -5.16 | -23.83 | 3.69 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 0.13 | -8.30 | -3.83 | 1.54 |
Benchmark | 1.07 | -7.90 | -3.49 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 3.82 | -9.29 | -2.90 | 1.91 |
Benchmark | 3.69 | -9.18 | -2.81 | - |
Performance for the Primary unit class in GBP, launched on 02 March 1992. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 03 April 2000. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 14 May 2004. Source: Lipper. The fund performance does not take into account of any product charges or External Funds Annual Management Charge (EFAMC).
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 14 May 2004. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 26 October 2018. Source: Lipper.
Past performance is not a guide to the future.