Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund |
3 years | -29.75 |
5 years | -22.07 |
Annualised | Fund |
1 year | 0.04 |
3 years | -11.09 |
5 years | -4.86 |
Since launch | - |
As at 31 Dec 2023
Cumulative | Fund |
3 years | -31.69 |
5 years | -16.84 |
Annualised | Fund |
1 year | 4.74 |
3 years | -11.93 |
5 years | -3.62 |
Since launch | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 December | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 18.58 | -1.36 | 21.07 | 3.36 | -1.38 | 9.47 | 11.21 | -0.19 | -34.66 | 4.74 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 18.58 | -1.36 | 21.07 | 3.36 | -1.38 | 9.47 | 11.21 | -0.19 | -34.66 | 4.74 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 0.04 | -11.09 | -4.86 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 4.74 | -11.93 | -3.62 | - |
Performance for the Primary unit class in GBP, launched on 17 March 2004. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 23 September 2015. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 18 October 2012. 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 18 October 2012. 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.