Performance
Source: Lipper
Performance summary (%)
As at 30 Jun 2024
Cumulative | Fund | Benchmark |
3 years | 6.70 | 34.16 |
5 years | 19.92 | 49.46 |
Annualised | Benchmark | |
1 year | 9.26 | 6.08 |
3 years | 2.18 | 10.28 |
5 years | 3.70 | 8.36 |
Since launch | 4.22 | - |
As at 30 Jun 2024
Cumulative | Fund | Benchmark |
3 years | 6.81 | 34.57 |
5 years | 21.67 | 49.96 |
Annualised | Benchmark | |
1 year | 11.52 | 5.96 |
3 years | 2.22 | 10.39 |
5 years | 4.00 | 8.43 |
Since launch | 4.35 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 30 June | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | - | - | - | 2.74 | 10.87 | -6.22 | 2.13 | 11.52 |
Benchmark | - | - | - | - | - | 4.61 | 6.53 | 13.49 | 11.91 | 5.94 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
- | - | - | - | - | 10.44 | 7.48 | 4.47 | -7.66 | 8.83 | |
Benchmark | - | - | - | - | - | 5.27 | 4.65 | 9.36 | 14.53 | 7.23 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
9.26 | 2.18 | 3.70 | 4.22 | |
Benchmark | 6.08 | 10.28 | 8.36 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
11.52 | 2.22 | 4.00 | 4.35 | |
Benchmark | 5.96 | 10.39 | 8.43 | - |
Performance for the unit class in GBP, launched on 02 August 2016. Source: Lipper.
Performance for the unit class in GBP, launched on 20 November 2018. Source: Lipper.
Performance for the unit class in GBP, launched on 26 October 2018. Source: Lipper.