Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund |
3 years | 27.95 |
5 years | 56.87 |
Annualised | Fund |
1 year | 15.26 |
3 years | 8.55 |
5 years | 9.41 |
Since launch | 8.79 |
As at 31 Dec 2023
Cumulative | Fund |
3 years | 25.60 |
5 years | 64.40 |
Annualised | Fund |
1 year | 16.13 |
3 years | 7.89 |
5 years | 10.45 |
Since launch | 8.59 |
Rolling 12-month performance to last quarter end (%)
12 months to 31 December | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 8.53 | 1.70 | 15.42 | 16.33 | -8.45 | 23.29 | 6.16 | 20.20 | -10.01 | 16.13 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 8.53 | 1.70 | 15.42 | 16.33 | -8.45 | 23.29 | 6.16 | 20.20 | -10.01 | 16.13 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 15.26 | 8.55 | 9.41 | 8.79 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 16.13 | 7.89 | 10.45 | 8.59 |
Performance for the GBP 75% currency hedged unit class in GBP, launched on 09 April 2009. Source: Lipper.
Past performance is not a guide to the future.
Performance for the GBP 75% currency hedged, charges included unit class in GBP, launched on 20 October 2009. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 07 June 2010. 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.
Past performance is not a guide to the future.