Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | Benchmark |
3 years | 6.96 | 22.13 |
5 years | 18.46 | 34.48 |
Annualised | Fund | Benchmark |
1 year | 5.10 | 9.52 |
3 years | 2.27 | 6.89 |
5 years | 3.44 | 6.10 |
Since launch | 4.78 | - |
As at 31 Dec 2023
Cumulative | Fund | Benchmark |
3 years | 6.25 | 21.12 |
5 years | 25.49 | 33.50 |
Annualised | Fund | Benchmark |
1 year | 7.20 | 9.27 |
3 years | 2.04 | 6.59 |
5 years | 4.64 | 5.95 |
Since launch | 4.97 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 December | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | 1.04 | 14.10 | 9.57 | -3.22 | 14.36 | 3.28 | 7.18 | -7.53 | 7.20 |
Benchmark | - | 5.00 | 4.92 | 4.77 | 5.09 | 5.25 | 4.73 | 4.60 | 5.97 | 9.27 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | 1.04 | 14.10 | 9.57 | -3.22 | 14.36 | 3.28 | 7.18 | -7.53 | 7.20 |
Benchmark | - | 5.00 | 4.92 | 4.77 | 5.09 | 5.25 | 4.73 | 4.60 | 5.97 | 9.27 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 5.10 | 2.27 | 3.44 | 4.78 |
Benchmark | 9.52 | 6.89 | 6.10 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 7.20 | 2.04 | 4.64 | 4.97 |
Benchmark | 9.27 | 6.59 | 5.95 | - |
Performance for the Primary unit class in GBP, launched on 02 January 2013. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 04 February 2014. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 07 April 2014. 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.