Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | Benchmark |
3 years | 17.78 | 25.21 |
5 years | 20.23 | 27.74 |
Annualised | Benchmark | |
1 year | 3.75 | 0.57 |
3 years | 5.60 | 7.78 |
5 years | 3.75 | 5.01 |
Since launch | 3.54 | - |
As at 31 Dec 2023
Cumulative | Fund | Benchmark |
3 years | 18.49 | 28.12 |
5 years | 25.69 | 37.69 |
Annualised | Benchmark | |
1 year | 11.25 | 7.92 |
3 years | 5.82 | 8.61 |
5 years | 4.68 | 6.60 |
Since launch | 3.49 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 December | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | - | - | - | 14.00 | -6.95 | 18.08 | -9.79 | 11.25 |
Benchmark | - | - | - | - | - | 19.17 | -9.82 | 18.32 | 0.34 | 7.92 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
- | - | - | - | - | 14.00 | -6.95 | 18.08 | -9.79 | 11.25 | |
Benchmark | - | - | - | - | - | 19.17 | -9.82 | 18.32 | 0.34 | 7.92 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
3.75 | 5.60 | 3.75 | 3.54 | |
Benchmark | 0.57 | 7.78 | 5.01 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
11.25 | 5.82 | 4.68 | 3.49 | |
Benchmark | 7.92 | 8.61 | 6.60 | - |
Performance for the unit class in GBP, launched on 20 November 2018. Source: Lipper.
Performance for the unit class in GBP, launched on 20 November 2018. Source: Lipper.