Performance
Source: Lipper
Performance summary (%)
As at 30 Jun 2024
Cumulative | Fund |
3 years | 11.23 |
5 years | 38.88 |
Annualised | |
1 year | 11.72 |
3 years | 3.61 |
5 years | 6.78 |
Since launch | 8.88 |
As at 30 Jun 2024
Cumulative | Fund |
3 years | 5.31 |
5 years | 40.53 |
Annualised | |
1 year | 9.56 |
3 years | 1.74 |
5 years | 7.03 |
Since launch | 8.06 |
Rolling 12-month performance to last quarter end (%)
12 months to 30 June | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | - | - | - | -1.81 | 35.90 | -9.92 | 6.71 | 9.56 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
- | - | - | - | - | 22.78 | 14.98 | 16.37 | -9.81 | 10.31 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
11.72 | 3.61 | 6.78 | 8.88 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
9.56 | 1.74 | 7.03 | 8.06 |
Performance for the unit class in GBP, launched on 15 December 2016. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 17 November 2020. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 30 March 2021. 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 19 November 2018. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Primary unit class in GBP, launched on 23 January 2015. Source: Lipper.
Past performance is not a guide to the future.