Performance
Source: Lipper
Performance summary (%)
As at 30 Jun 2024
Cumulative | Fund |
3 years | 1.94 |
5 years | 15.33 |
Annualised | Fund |
1 year | 7.12 |
3 years | 0.64 |
5 years | 2.89 |
Since launch | - |
As at 30 Jun 2024
Cumulative | Fund |
3 years | -3.71 |
5 years | 19.34 |
Annualised | Fund |
1 year | 13.34 |
3 years | -1.25 |
5 years | 3.59 |
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 | 1.65 | 4.92 | 30.43 | 5.65 | 6.32 | -1.20 | 25.44 | -13.34 | -1.96 | 13.34 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 4.54 | -8.22 | 35.42 | 25.06 | -10.07 | 13.95 | 13.83 | 1.07 | -10.63 | 5.53 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 7.12 | 0.64 | 2.89 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 13.34 | -1.25 | 3.59 | - |
Performance for the Primary unit class in GBP, launched on 26 January 1999. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 09 July 2003. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 14 May 2004. 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.