Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | Benchmark |
3 years | 15.68 | 25.21 |
5 years | 11.95 | 27.74 |
Annualised | Fund | Benchmark |
1 year | -4.55 | 0.57 |
3 years | 4.97 | 7.78 |
5 years | 2.28 | 5.01 |
Since launch | 2.99 | - |
As at 31 Dec 2023
Cumulative | Fund | Benchmark |
3 years | 21.03 | 28.12 |
5 years | 23.93 | 37.69 |
Annualised | Fund | Benchmark |
1 year | 3.92 | 7.92 |
3 years | 6.57 | 8.61 |
5 years | 4.38 | 6.60 |
Since launch | 3.14 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 December | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | -2.55 | 5.96 | 6.67 | 9.86 | -16.82 | 20.00 | -14.67 | 12.26 | 3.74 | 3.92 |
Benchmark | 1.18 | 0.98 | 16.75 | 13.10 | -9.47 | 19.17 | -9.82 | 18.32 | 0.34 | 7.92 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | -2.55 | 5.96 | 6.67 | 9.86 | -16.82 | 20.00 | -14.67 | 12.26 | 3.74 | 3.92 |
Benchmark | 1.18 | 0.98 | 16.75 | 13.10 | -9.47 | 19.17 | -9.82 | 18.32 | 0.34 | 7.92 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | -4.55 | 4.97 | 2.28 | 2.99 |
Benchmark | 0.57 | 7.78 | 5.01 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 3.92 | 6.57 | 4.38 | 3.14 |
Benchmark | 7.92 | 8.61 | 6.60 | - |
Performance for the unit class in GBP, launched on . Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 18 April 2013. Source: Lipper.
Past performance is not a guide to the future.
Performance for the C Acc unit class in GBP, launched on 28 February 2018. Source: Lipper.
Past performance is not a guide to the future.
Performance for the C Inc unit class in GBP, launched on 28 February 2018. Source: Lipper.
Past performance is not a guide to the future.
Performance for the F Acc unit class in GBP, launched on 20 December 2012. Source: Lipper.
Past performance is not a guide to the future.
Performance for the F Inc unit class in GBP, launched on 20 December 2012. Source: Lipper.
Past performance is not a guide to the future.
Performance for the I Acc unit class in GBP, launched on 31 March 2011. Source: Lipper.
Past performance is not a guide to the future.
Performance for the I Inc unit class in GBP, launched on 31 March 2011. Source: Lipper.
Past performance is not a guide to the future.
Performance for the L Acc unit class in GBP, launched on 25 April 2019. Source: Lipper.
Past performance is not a guide to the future.
Performance for the L Inc unit class in GBP, launched on 31 March 2011. Source: Lipper.
Past performance is not a guide to the future.
Performance for the R Acc unit class in GBP, launched on 31 March 2011. Source: Lipper.
Past performance is not a guide to the future.
Performance for the R Inc unit class in GBP, launched on 31 March 2011. Source: Lipper.
Past performance is not a guide to the future.