Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund |
3 years | 24.44 |
5 years | 30.21 |
Annualised | Fund |
1 year | 1.23 |
3 years | 7.55 |
5 years | 5.42 |
Since launch | - |
As at 31 Dec 2023
Cumulative | Fund |
3 years | 26.59 |
5 years | 39.30 |
Annualised | Fund |
1 year | 7.77 |
3 years | 8.18 |
5 years | 6.85 |
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 | 0.97 | 1.93 | 14.16 | 13.37 | -9.80 | 19.94 | -8.26 | 17.59 | -0.11 | 7.77 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 0.97 | 1.93 | 14.16 | 13.37 | -9.80 | 19.94 | -8.26 | 17.59 | -0.11 | 7.77 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 1.23 | 7.55 | 5.42 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 7.77 | 8.18 | 6.85 | - |
Performance for the unit class in GBP, launched on 03 April 2007. 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 03 April 2007. 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.
Past performance is not a guide to the future.
Performance for the Primary unit class in GBP, launched on 20 July 2005. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 10 October 2005. Source: Lipper.
Past performance is not a guide to the future.