Performance
Source: Lipper
Performance summary (%)
As at 30 Jun 2024
Cumulative | Fund |
3 years | -27.03 |
5 years | -20.05 |
Annualised | Fund |
1 year | 8.29 |
3 years | -9.96 |
5 years | -4.37 |
Since launch | - |
As at 30 Jun 2024
Cumulative | Fund |
3 years | -25.39 |
5 years | -19.04 |
Annualised | Fund |
1 year | 8.73 |
3 years | -9.29 |
5 years | -4.13 |
Since launch | - |
Rolling 12-month performance to last quarter end (%)
12 months to 30 June | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 8.51 | 15.35 | 4.46 | 1.09 | 6.99 | 11.72 | -2.88 | -19.93 | -14.30 | 8.73 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 17.93 | -0.10 | 15.93 | 3.59 | -2.18 | 12.24 | 10.90 | -4.94 | -29.28 | 7.28 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 8.29 | -9.96 | -4.37 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 8.73 | -9.29 | -4.13 | - |
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.