Performance
Source: Lipper
Performance summary (%)
As at 30 Jun 2024
Cumulative | Fund |
3 years | 2.09 |
5 years | 8.24 |
Annualised | Fund |
1 year | 1.55 |
3 years | 0.69 |
5 years | 1.59 |
Since launch | 3.45 |
As at 30 Jun 2024
Cumulative | Fund |
3 years | 10.12 |
5 years | 8.25 |
Annualised | Fund |
1 year | 1.62 |
3 years | 3.26 |
5 years | 1.60 |
Since launch | 3.44 |
Rolling 12-month performance to last quarter end (%)
12 months to 30 June | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | 8.63 | 1.14 | 8.79 | -2.41 | 0.73 | 23.47 | -12.23 | 1.62 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | - | 8.42 | -3.04 | 8.88 | -7.07 | 26.85 | -8.52 | -1.71 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 1.55 | 0.69 | 1.59 | 3.45 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 1.62 | 3.26 | 1.60 | 3.44 |
Performance for the unit class in GBP, launched on 10 May 2016. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 14 October 2015. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Primary unit class in GBP, launched on 07 June 1971. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 31 January 2007. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included 2011 unit class in GBP, launched on 17 March 2011. Source: Lipper.
Past performance is not a guide to the future.