Performance
Source: Lipper
Performance summary (%)
As at 30 Jun 2024
Cumulative | Fund |
3 years | -33.37 |
5 years | -26.45 |
Annualised | Fund |
1 year | 5.13 |
3 years | -12.65 |
5 years | -5.95 |
Since launch | - |
As at 30 Jun 2024
Cumulative | Fund |
3 years | -30.87 |
5 years | -25.59 |
Annualised | Fund |
1 year | 5.47 |
3 years | -11.57 |
5 years | -5.73 |
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 | 11.00 | 13.85 | 6.03 | 2.10 | 8.50 | 10.51 | -2.60 | -22.03 | -15.93 | 5.47 |
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 | 5.13 | -12.65 | -5.95 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 5.47 | -11.57 | -5.73 | - |
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.