Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | Benchmark |
3 years | 10.12 | 31.75 |
5 years | 18.94 | 42.69 |
Annualised | Benchmark | |
1 year | -2.28 | 6.38 |
3 years | 3.26 | 9.62 |
5 years | 3.53 | 7.36 |
Since launch | 3.94 | - |
As at 31 Dec 2023
Cumulative | Fund | Benchmark |
3 years | 13.30 | 30.78 |
5 years | 28.32 | 41.33 |
Annualised | Benchmark | |
1 year | 2.02 | 6.31 |
3 years | 4.25 | 9.36 |
5 years | 5.11 | 7.16 |
Since launch | 4.72 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 December | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | - | - | - | 9.19 | 3.73 | 14.41 | -2.94 | 2.02 |
Benchmark | - | - | - | - | - | 4.27 | 3.65 | 8.36 | 13.53 | 6.31 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
- | - | - | - | - | 9.19 | 3.73 | 14.41 | -2.94 | 2.02 | |
Benchmark | - | - | - | - | - | 4.27 | 3.65 | 8.36 | 13.53 | 6.31 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
-2.28 | 3.26 | 3.53 | 3.94 | |
Benchmark | 6.38 | 9.62 | 7.36 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
2.02 | 4.25 | 5.11 | 4.72 | |
Benchmark | 6.31 | 9.36 | 7.16 | - |
Performance for the unit class in GBP, launched on 26 November 2018. Source: Lipper.
Performance for the unit class in GBP, launched on 26 November 2018. Source: Lipper.