Performance
Source: Lipper
Performance summary (%)
As at 30 Jun 2024
Cumulative | Fund |
3 years | -33.17 |
5 years | -26.08 |
Annualised | Fund |
1 year | 5.24 |
3 years | -12.56 |
5 years | -5.86 |
Since launch | 1.79 |
As at 30 Jun 2024
Cumulative | Fund |
3 years | -30.66 |
5 years | -25.21 |
Annualised | Fund |
1 year | 5.58 |
3 years | -11.48 |
5 years | -5.64 |
Since launch | 1.70 |
Rolling 12-month performance to last quarter end (%)
12 months to 30 June | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 11.12 | 13.96 | 6.14 | 2.20 | 8.63 | 10.62 | -2.50 | -21.95 | -15.85 | 5.58 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 18.70 | -1.26 | 21.19 | 3.47 | -1.25 | 9.58 | 11.33 | -0.09 | -34.60 | 4.84 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 5.24 | -12.56 | -5.86 | 1.79 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 5.58 | -11.48 | -5.64 | 1.70 |
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.