Performance
Source: Lipper
Performance summary (%)
As at 30 Jun 2024
Cumulative | Fund | Benchmark |
3 years | -9.90 | -11.16 |
5 years | -0.93 | -4.42 |
Annualised | Benchmark | |
1 year | 8.94 | 9.16 |
3 years | -3.41 | -3.86 |
5 years | -0.19 | -0.90 |
Since launch | 0.99 | - |
As at 30 Jun 2024
Cumulative | Fund | Benchmark |
3 years | -10.03 | -11.30 |
5 years | -0.17 | -3.97 |
Annualised | Benchmark | |
1 year | 9.61 | 9.69 |
3 years | -3.46 | -3.91 |
5 years | -0.03 | -0.81 |
Since launch | 0.83 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 30 June | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | - | - | - | 9.34 | 1.49 | -12.85 | -5.82 | 9.61 |
Benchmark | - | - | - | - | - | 6.41 | 1.74 | -13.12 | -6.93 | 9.69 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
- | - | - | - | - | 9.91 | 10.00 | -3.62 | -16.60 | 8.67 | |
Benchmark | - | - | - | - | - | 9.27 | 7.80 | -3.09 | -17.73 | 8.58 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
8.94 | -3.41 | -0.19 | 0.99 | |
Benchmark | 9.16 | -3.86 | -0.90 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
9.61 | -3.46 | -0.03 | 0.83 | |
Benchmark | 9.69 | -3.91 | -0.81 | - |
Performance for the unit class in GBP, launched on 22 October 2018. Source: Lipper.
Performance for the unit class in GBP, launched on 22 October 2018. Source: Lipper.