Performance
Source: Lipper
Performance summary (%)
As at 30 Jun 2024
Cumulative | Fund |
3 years | 24.06 |
5 years | 55.48 |
Annualised | Fund |
1 year | 16.09 |
3 years | 7.44 |
5 years | 9.22 |
Since launch | 9.12 |
As at 30 Jun 2024
Cumulative | Fund |
3 years | 24.89 |
5 years | 59.76 |
Annualised | Fund |
1 year | 19.35 |
3 years | 7.68 |
5 years | 9.81 |
Since launch | 9.16 |
Rolling 12-month performance to last quarter end (%)
12 months to 30 June | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 7.56 | -0.86 | 22.98 | 8.88 | 4.67 | -1.18 | 29.45 | -6.28 | 11.66 | 19.35 |
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 | 16.09 | 7.44 | 9.22 | 9.12 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 19.35 | 7.68 | 9.81 | 9.16 |
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.