Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | Benchmark |
3 years | 5.66 | 35.39 |
5 years | 20.60 | 49.47 |
Annualised | Benchmark | |
1 year | 7.32 | 7.37 |
3 years | 1.85 | 10.62 |
5 years | 3.81 | 8.36 |
Since launch | 3.42 | - |
As at 31 Dec 2023
Cumulative | Fund | Benchmark |
3 years | 5.30 | 34.29 |
5 years | 25.24 | 47.94 |
Annualised | Benchmark | |
1 year | 8.94 | 7.23 |
3 years | 1.74 | 10.33 |
5 years | 4.60 | 8.14 |
Since launch | 3.45 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 December | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | - | 7.14 | -5.42 | 10.55 | 7.58 | 4.57 | -7.57 | 8.94 |
Benchmark | - | - | - | 6.97 | 6.10 | 5.27 | 4.65 | 9.36 | 14.53 | 7.23 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
- | - | - | 7.14 | -5.42 | 10.55 | 7.58 | 4.57 | -7.57 | 8.94 | |
Benchmark | - | - | - | 6.97 | 6.10 | 5.27 | 4.65 | 9.36 | 14.53 | 7.23 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
7.32 | 1.85 | 3.81 | 3.42 | |
Benchmark | 7.37 | 10.62 | 8.36 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
8.94 | 1.74 | 4.60 | 3.45 | |
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.