Performance
Source: Lipper
Performance summary (%)
As at 31 May 2024
Cumulative | Fund | Benchmark |
3 years | -33.69 | -33.07 |
5 years | -26.72 | -25.26 |
Annualised | Fund | Benchmark |
1 year | 4.29 | 5.71 |
3 years | -12.79 | -12.48 |
5 years | -6.02 | -5.65 |
Since launch | - | - |
As at 31 Mar 2024
Cumulative | Fund | Benchmark |
3 years | -30.69 | -29.03 |
5 years | -22.91 | -21.21 |
Annualised | Fund | Benchmark |
1 year | 3.23 | 3.28 |
3 years | -11.49 | -10.79 |
5 years | -5.07 | -4.65 |
Since launch | - | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 March | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 21.80 | -1.19 | 15.06 | 1.43 | 6.32 | 2.73 | 8.27 | -9.88 | -25.50 | 3.23 |
Benchmark | 23.10 | -0.75 | 15.17 | 1.47 | 5.10 | 4.95 | 5.77 | -9.19 | -24.33 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 19.25 | -0.50 | 17.06 | 6.27 | -4.53 | 17.41 | 12.98 | -5.45 | -36.63 | 8.33 |
Benchmark | 19.87 | -0.66 | 18.09 | 5.44 | -3.40 | 16.37 | 14.37 | -6.63 | -36.55 | 9.64 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 4.29 | -12.79 | -6.02 | - |
Benchmark | 5.71 | -12.48 | -5.65 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 3.23 | -11.49 | -5.07 | - |
Benchmark | 3.28 | -10.79 | -4.65 | - |
Performance for the Primary unit class in GBP, launched on 07 February 2002. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 17 June 2003. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 14 May 2004. 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 14 May 2004. 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.