Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | Benchmark |
3 years | -18.91 | -20.55 |
5 years | -13.73 | -17.50 |
Annualised | Fund | Benchmark |
1 year | 0.62 | -0.04 |
3 years | -6.74 | -7.38 |
5 years | -2.91 | -3.77 |
Since launch | - | - |
As at 31 Dec 2023
Cumulative | Fund | Benchmark |
3 years | -18.91 | -20.55 |
5 years | -13.73 | -17.50 |
Annualised | Fund | Benchmark |
1 year | 0.62 | -0.04 |
3 years | -6.74 | -7.38 |
5 years | -2.91 | -3.77 |
Since launch | - | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 March | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 13.59 | 3.17 | 6.69 | -0.01 | 3.16 | 9.84 | -3.14 | -5.14 | -15.04 | 0.62 |
Benchmark | 13.91 | 3.25 | 6.64 | 0.46 | 3.71 | 9.94 | -5.54 | -5.08 | -16.27 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 13.25 | 0.67 | 9.98 | 1.74 | -0.47 | 7.74 | 9.20 | -4.08 | -22.77 | 4.13 |
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 | 0.62 | -6.74 | -2.91 | - |
Benchmark | -0.04 | -7.38 | -3.77 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 0.62 | -6.74 | -2.91 | - |
Benchmark | -0.04 | -7.38 | -3.77 | - |
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. 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 26 October 2018. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Primary unit class in GBP, launched on 07 June 1971. Source: Lipper.
Past performance is not a guide to the future.