Performance
Source: Lipper
Performance summary (%)
As at 30 Jun 2024
Cumulative | Fund |
3 years | 5.60 |
5 years | 18.74 |
Annualised | Fund |
1 year | 8.69 |
3 years | 1.83 |
5 years | 3.49 |
Since launch | 5.82 |
As at 30 Jun 2024
Cumulative | Fund |
3 years | 5.12 |
5 years | 20.27 |
Annualised | Fund |
1 year | 9.24 |
3 years | 1.68 |
5 years | 3.76 |
Since launch | 5.72 |
Rolling 12-month performance to last quarter end (%)
12 months to 30 June | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 6.46 | 9.34 | 15.21 | 3.88 | 6.90 | 1.32 | 12.92 | -4.85 | 1.14 | 9.24 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 8.80 | 0.91 | 20.58 | 10.05 | -3.34 | 14.80 | 5.18 | 9.31 | -9.29 | 7.52 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 8.69 | 1.83 | 3.49 | 5.82 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 9.24 | 1.68 | 3.76 | 5.72 |
Performance for the Primary unit class in GBP, launched on 10 January 2012. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 29 June 2012. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in None, launched on . Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in None, launched on . Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in None, launched on . Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in None, launched on . Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 18 October 2012. 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.