Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund |
3 years | -8.84 |
5 years | -6.99 |
Annualised | Fund |
1 year | -3.80 |
3 years | -3.03 |
5 years | -1.44 |
Since launch | 1.72 |
As at 31 Dec 2023
Cumulative | Fund |
3 years | -8.84 |
5 years | -6.99 |
Annualised | Fund |
1 year | -3.80 |
3 years | -3.03 |
5 years | -1.44 |
Since launch | 1.72 |
Rolling 12-month performance to last quarter end (%)
12 months to 31 March | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 7.35 | 8.84 | 12.09 | -5.17 | 6.52 | 13.89 | -10.42 | -2.70 | -2.60 | -3.80 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 6.38 | 2.00 | 23.78 | -3.25 | 5.00 | 2.08 | 5.84 | -5.69 | -5.83 | -2.21 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | -3.80 | -3.03 | -1.44 | 1.72 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | -3.80 | -3.03 | -1.44 | 1.72 |
Performance for the unit class in GBP, launched on 14 May 2004. Source: Lipper. The fund performance does not take into account of any product charges or External Funds Annual Management Charge (EFAMC).
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 14 May 2004. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 26 October 2018. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Primary unit class in GBP, launched on 11 October 1995. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 14 July 1999. Source: Lipper.
Past performance is not a guide to the future.
Performance for the GBP currency hedged unit class in GBP, launched on 09 June 2004. Source: Lipper.
Past performance is not a guide to the future.