Performance
Source: Lipper
Performance summary (%)
As at 30 Jun 2024
Cumulative | Fund | Benchmark |
3 years | 8.19 | 30.71 |
5 years | 26.08 | 42.86 |
Annualised | Benchmark | |
1 year | 8.98 | 5.21 |
3 years | 2.66 | 9.33 |
5 years | 4.74 | 7.39 |
Since launch | 4.87 | - |
As at 30 Jun 2024
Cumulative | Fund | Benchmark |
3 years | 8.05 | 30.94 |
5 years | 22.09 | 43.17 |
Annualised | Benchmark | |
1 year | 6.67 | 4.97 |
3 years | 2.61 | 9.39 |
5 years | 4.07 | 7.43 |
Since launch | 4.33 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 30 June | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | - | - | - | -1.52 | 14.73 | 6.28 | -4.69 | 6.67 |
Benchmark | - | - | - | - | - | 3.61 | 5.53 | 12.47 | 10.92 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
- | - | - | - | - | 9.08 | 3.63 | 14.30 | -3.03 | 1.92 | |
Benchmark | - | - | - | - | - | 4.27 | 3.65 | 8.36 | 13.53 | 6.31 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
8.98 | 2.66 | 4.74 | 4.87 | |
Benchmark | 5.21 | 9.33 | 7.39 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
6.67 | 2.61 | 4.07 | 4.33 | |
Benchmark | 4.97 | 9.39 | 7.43 | - |
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.