Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | ABI Sector |
3 years | 13.10 | 0.34 |
5 years | 7.00 | -4.61 |
Annualised | Fund | ABI Sector |
1 year | 8.06 | -0.42 |
3 years | 4.18 | 0.11 |
5 years | 1.36 | -0.94 |
Since launch | - | - |
As at 31 Dec 2023
Cumulative | Fund | ABI Sector |
3 years | 4.84 | 1.63 |
5 years | 6.74 | -3.71 |
Annualised | Fund | ABI Sector |
1 year | 7.33 | -0.72 |
3 years | 1.59 | 0.54 |
5 years | 1.31 | -0.75 |
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 | 14.60 | 11.43 | 2.78 | 9.57 | 13.77 | -4.45 | 6.55 | 9.43 | -10.73 | 7.33 |
ABI Sector | 14.10 | 8.57 | -0.87 | 8.47 | 4.45 | -0.94 | -4.35 | 12.27 | -8.82 | -0.72 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 14.60 | 11.43 | 2.78 | 9.57 | 13.77 | -4.45 | 6.55 | 9.43 | -10.73 | 7.33 |
ABI Sector | 14.10 | 8.57 | -0.87 | 8.47 | 4.45 | -0.94 | -4.35 | 12.27 | -8.82 | -0.72 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 8.06 | 4.18 | 1.36 | - |
ABI Sector | -0.42 | 0.11 | -0.94 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 7.33 | 1.59 | 1.31 | - |
ABI Sector | -0.72 | 0.54 | -0.75 | - |
Performance for the unit class in GBP, launched on 26 October 2018. 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. 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 26 October 2018. Source: Lipper.
Past performance is not a guide to the future.