Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | Benchmark |
3 years | -32.58 | -32.67 |
5 years | -24.81 | -26.07 |
Annualised | Fund | Benchmark |
1 year | -5.15 | -2.94 |
3 years | -12.30 | -12.34 |
5 years | -5.54 | -5.86 |
Since launch | - | - |
As at 31 Dec 2023
Cumulative | Fund | Benchmark |
3 years | -32.74 | -35.26 |
5 years | -18.51 | -22.30 |
Annualised | Fund | Benchmark |
1 year | 1.77 | 0.16 |
3 years | -12.38 | -13.49 |
5 years | -4.01 | -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 | - | -1.06 | 25.72 | 2.54 | -0.58 | 6.72 | 13.53 | 5.39 | -37.30 | 1.77 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | -1.06 | 25.72 | 2.54 | -0.58 | 6.72 | 13.53 | 5.39 | -37.30 | 1.77 |
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 | |
---|---|---|---|---|
Fund | -5.15 | -12.30 | -5.54 | - |
Benchmark | -2.94 | -12.34 | -5.86 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 1.77 | -12.38 | -4.01 | - |
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.