Performance
Source: Lipper
Performance summary (%)
As at 30 Jun 2024
Cumulative | Fund | Benchmark |
3 years | -21.64 | -23.34 |
5 years | -16.37 | -19.53 |
Annualised | Fund | Benchmark |
1 year | 6.07 | 5.78 |
3 years | -7.80 | -8.47 |
5 years | -3.51 | -4.25 |
Since launch | - | - |
As at 30 Jun 2024
Cumulative | Fund | Benchmark |
3 years | -20.82 | -22.58 |
5 years | -16.49 | -19.29 |
Annualised | Fund | Benchmark |
1 year | 5.67 | 4.76 |
3 years | -7.48 | -8.17 |
5 years | -3.54 | -4.19 |
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 | 8.10 | 12.78 | -0.53 | 1.88 | 4.47 | 11.74 | -5.62 | -14.03 | -12.84 | 5.67 |
Benchmark | 8.86 | 13.50 | -0.86 | 1.93 | 4.90 | 11.18 | -6.24 | -13.60 | -14.46 | 4.76 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 13.12 | 0.56 | 9.86 | 1.63 | -0.59 | 7.62 | 9.08 | -4.19 | -22.86 | 4.02 |
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 | 6.07 | -7.80 | -3.51 | - |
Benchmark | 5.78 | -8.47 | -4.25 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 5.67 | -7.48 | -3.54 | - |
Benchmark | 4.76 | -8.17 | -4.19 | - |
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.