Performance
Source: Lipper
Performance summary (%)
As at 30 Sep 2024
Cumulative | Fund | Benchmark |
3 years | 8.92 | 29.81 |
5 years | 29.26 | 42.58 |
Annualised | Benchmark | |
1 year | 12.23 | 4.67 |
3 years | 2.89 | 9.08 |
5 years | 5.26 | 7.34 |
Since launch | 5.08 | - |
As at 30 Sep 2024
Cumulative | Fund | Benchmark |
3 years | 8.92 | 29.81 |
5 years | 29.26 | 42.58 |
Annualised | Benchmark | |
1 year | 12.23 | 4.67 |
3 years | 2.89 | 9.08 |
5 years | 5.26 | 7.34 |
Since launch | 5.08 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 30 September | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | - | - | - | 1.47 | 16.96 | -1.60 | -1.38 | 12.23 |
Benchmark | - | - | - | - | - | 3.53 | 6.10 | 13.13 | 9.63 | - |
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 | |
---|---|---|---|---|
12.23 | 2.89 | 5.26 | 5.08 | |
Benchmark | 4.67 | 9.08 | 7.34 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
12.23 | 2.89 | 5.26 | 5.08 | |
Benchmark | 4.67 | 9.08 | 7.34 | - |
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.