Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | Benchmark |
3 years | -32.17 | -32.67 |
5 years | -24.04 | -26.07 |
Annualised | Benchmark | |
1 year | -4.96 | -2.94 |
3 years | -12.13 | -12.34 |
5 years | -5.35 | -5.86 |
Since launch | - | - |
As at 31 Dec 2023
Cumulative | Fund | Benchmark |
3 years | -32.33 | -35.26 |
5 years | -17.71 | -22.30 |
Annualised | Benchmark | |
1 year | 1.97 | 0.16 |
3 years | -12.21 | -13.49 |
5 years | -3.82 | -4.92 |
Since launch | - | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 December | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | -0.84 | 25.93 | 2.75 | -0.34 | 6.91 | 13.75 | 5.61 | -37.17 | 1.97 |
Benchmark | 21.38 | -1.21 | 27.39 | 2.54 | -0.40 | 6.79 | 12.38 | 4.22 | -37.98 | 0.16 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
- | -0.84 | 25.93 | 2.75 | -0.34 | 6.91 | 13.75 | 5.61 | -37.17 | 1.97 | |
Benchmark | 21.38 | -1.21 | 27.39 | 2.54 | -0.40 | 6.79 | 12.38 | 4.22 | -37.98 | 0.16 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
-4.96 | -12.13 | -5.35 | - | |
Benchmark | -2.94 | -12.34 | -5.86 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
1.97 | -12.21 | -3.82 | - | |
Benchmark | 0.16 | -13.49 | -4.92 | - |
Performance for the unit class in GBP, launched on . 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 Primary unit class in GBP, launched on 13 April 1983. 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.
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.