Performance
Source: Lipper
Performance summary (%)
As at 30 Jun 2024
Cumulative | Fund |
3 years | -24.86 |
5 years | -18.12 |
Annualised | Fund |
1 year | 6.74 |
3 years | -9.08 |
5 years | -3.92 |
Since launch | 0.57 |
As at 30 Jun 2024
Cumulative | Fund |
3 years | -23.20 |
5 years | -17.47 |
Annualised | Fund |
1 year | 7.12 |
3 years | -8.42 |
5 years | -3.76 |
Since launch | 0.39 |
Rolling 12-month performance to last quarter end (%)
12 months to 30 June | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | 11.51 | 6.40 | 0.55 | 7.83 | 9.07 | -1.48 | -18.34 | -12.21 | 7.12 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | 16.71 | 3.47 | -1.52 | 9.55 | 9.83 | -1.07 | -28.18 | 7.21 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 6.74 | -9.08 | -3.92 | 0.57 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 7.12 | -8.42 | -3.76 | 0.39 |
Performance for the Primary unit class in GBP, launched on 23 April 2014. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 23 May 2014. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 02 February 2015. 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.