Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | Benchmark |
3 years | -20.48 | -21.89 |
5 years | -13.30 | -16.30 |
Annualised | Benchmark | |
1 year | 0.34 | 1.07 |
3 years | -7.35 | -7.90 |
5 years | -2.81 | -3.49 |
Since launch | - | - |
As at 31 Dec 2023
Cumulative | Fund | Benchmark |
3 years | -22.65 | -25.10 |
5 years | -8.86 | -13.31 |
Annualised | Benchmark | |
1 year | 4.23 | 3.69 |
3 years | -8.20 | -9.18 |
5 years | -1.84 | -2.81 |
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 | 12.38 | 0.73 | 10.07 | 1.86 | -0.37 | 7.81 | 9.30 | -4.00 | -22.70 | 4.23 |
Benchmark | 13.86 | 0.57 | 10.10 | 1.83 | 0.57 | 6.90 | 8.27 | -5.16 | -23.83 | 3.69 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
12.38 | 0.73 | 10.07 | 1.86 | -0.37 | 7.81 | 9.30 | -4.00 | -22.70 | 4.23 | |
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 | |
---|---|---|---|---|
0.34 | -7.35 | -2.81 | - | |
Benchmark | 1.07 | -7.90 | -3.49 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
4.23 | -8.20 | -1.84 | - | |
Benchmark | 3.69 | -9.18 | -2.81 | - |
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.