Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund |
3 years | 19.57 |
5 years | 37.69 |
Annualised | Fund |
1 year | 7.65 |
3 years | 6.13 |
5 years | 6.60 |
Since launch | - |
As at 31 Dec 2023
Cumulative | Fund |
3 years | 16.80 |
5 years | 41.59 |
Annualised | Fund |
1 year | 9.77 |
3 years | 5.31 |
5 years | 7.20 |
Since launch | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 December | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 5.40 | 2.38 | 19.77 | 9.38 | -5.04 | 15.70 | 4.78 | 12.78 | -5.65 | 9.77 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 5.40 | 2.38 | 19.77 | 9.38 | -5.04 | 15.70 | 4.78 | 12.78 | -5.65 | 9.77 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 7.65 | 6.13 | 6.60 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 9.77 | 5.31 | 7.20 | - |
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.
Performance for the unit class in GBP, launched on 26 October 2018. Source: Lipper.
Past performance is not a guide to the future.