Performance
Source: Lipper
Performance summary (%)
As at 30 Jun 2024
Cumulative | Fund |
3 years | -26.85 |
5 years | -19.73 |
Annualised | Fund |
1 year | 8.37 |
3 years | -9.89 |
5 years | -4.30 |
Since launch | 3.16 |
As at 30 Jun 2024
Cumulative | Fund |
3 years | -25.21 |
5 years | -18.72 |
Annualised | Fund |
1 year | 8.81 |
3 years | -9.22 |
5 years | -4.06 |
Since launch | 3.09 |
Rolling 12-month performance to last quarter end (%)
12 months to 30 June | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 8.64 | 15.41 | 4.58 | 1.15 | 7.12 | 11.80 | -2.80 | -19.86 | -14.23 | 8.81 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 18.04 | 0.00 | 16.01 | 3.66 | -1.16 | 11.29 | 10.99 | -4.86 | -29.22 | 7.37 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 8.37 | -9.89 | -4.30 | 3.16 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 8.81 | -9.22 | -4.06 | 3.09 |
Performance for the Primary unit class in GBP, launched on 11 November 2003. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 11 November 2003. Source: Lipper.
Past performance is not a guide to the future.
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.