Performance
Source: Lipper
Performance (%)
Performance summary (%)
As at 29 Feb 2024
| Cumulative | Fund | Benchmark |
| 3 years | 5.34 | 35.39 |
| 5 years | 20.00 | 49.47 |
| Annualised | Benchmark | |
| 1 year | 7.21 | 7.37 |
| 3 years | 1.75 | 10.62 |
| 5 years | 3.71 | 8.36 |
| Since launch | 3.79 | - |
As at 31 Dec 2023
| Cumulative | Fund | Benchmark |
| 3 years | 4.98 | 34.29 |
| 5 years | 24.62 | 47.94 |
| Annualised | Benchmark | |
| 1 year | 8.83 | 7.23 |
| 3 years | 1.63 | 10.33 |
| 5 years | 4.50 | 8.14 |
| Since launch | 3.84 | - |
Rolling 12-month performance to last quarter end (%)
| 12 months to 31 December | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | - | - | - | - | - | 10.44 | 7.48 | 4.47 | -7.66 | 8.83 |
| Benchmark | - | - | - | - | - | 5.27 | 4.65 | 9.36 | 14.53 | 7.23 |
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 | |
|---|---|---|---|---|
| 7.21 | 1.75 | 3.71 | 3.79 | |
| Benchmark | 7.37 | 10.62 | 8.36 | - |
Annualised performance (%)
| 1 year | 3 years | 5 years | Since launch | |
|---|---|---|---|---|
| 8.83 | 1.63 | 4.50 | 3.84 | |
| Benchmark | 7.23 | 10.33 | 8.14 | - |
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.
