Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | ABI Sector |
3 years | 13.28 | 0.34 |
5 years | 7.28 | -4.61 |
Annualised | Fund | ABI Sector |
1 year | 8.12 | -0.42 |
3 years | 4.24 | 0.11 |
5 years | 1.41 | -0.94 |
Since launch | - | - |
As at 31 Dec 2023
Cumulative | Fund | ABI Sector |
3 years | 5.01 | 1.63 |
5 years | 7.02 | -3.71 |
Annualised | Fund | ABI Sector |
1 year | 7.38 | -0.72 |
3 years | 1.64 | 0.54 |
5 years | 1.37 | -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 | 14.66 | 11.49 | 2.83 | 9.62 | 13.87 | -4.40 | 6.61 | 9.49 | -10.68 | 7.38 |
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 | 14.66 | 11.49 | 2.83 | 9.62 | 13.87 | -4.40 | 6.61 | 9.49 | -10.68 | 7.38 |
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 | 8.12 | 4.24 | 1.41 | - |
ABI Sector | -0.42 | 0.11 | -0.94 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 7.38 | 1.64 | 1.37 | - |
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.