Performance
Source: Lipper
Performance summary (%)
As at 30 Jun 2024
Cumulative | Fund |
3 years | 15.97 |
5 years | 30.76 |
Annualised | Fund |
1 year | 11.18 |
3 years | 5.06 |
5 years | 5.50 |
Since launch | - |
As at 30 Jun 2024
Cumulative | Fund |
3 years | 16.66 |
5 years | 34.66 |
Annualised | Fund |
1 year | 12.58 |
3 years | 5.27 |
5 years | 6.13 |
Since launch | - |
Rolling 12-month performance to last quarter end (%)
12 months to 30 June | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 4.89 | 6.34 | 18.79 | 5.72 | 5.69 | 1.34 | 13.90 | -3.02 | 6.84 | 12.58 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 5.50 | 2.48 | 19.90 | 9.46 | -4.74 | 15.78 | 4.88 | 12.89 | -5.56 | 9.88 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 11.18 | 5.06 | 5.50 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 12.58 | 5.27 | 6.13 | - |
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.