Performance
Source: Lipper
Performance summary (%)
As at 31 Mar 2024
Cumulative | Fund | ABI Sector |
3 years | -20.96 | -9.03 |
5 years | -16.31 | -0.45 |
Annualised | Fund | ABI Sector |
1 year | 1.86 | 6.81 |
3 years | -7.54 | -3.10 |
5 years | -3.49 | -0.09 |
Since launch | 2.04 | - |
As at 31 Mar 2024
Cumulative | Fund | ABI Sector |
3 years | -20.96 | -9.03 |
5 years | -16.31 | -0.45 |
Annualised | Fund | ABI Sector |
1 year | 1.86 | 6.81 |
3 years | -7.54 | -3.10 |
5 years | -3.49 | -0.09 |
Since launch | 2.04 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 March | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 15.31 | 1.48 | 7.85 | 0.93 | 4.16 | 8.26 | -2.19 | -6.38 | -17.12 | 1.86 |
ABI Sector | 10.19 | -0.68 | 8.21 | 1.39 | 2.38 | 0.39 | 9.00 | -5.09 | -10.26 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 14.01 | 0.16 | 10.74 | 3.04 | 0.09 | 7.60 | 9.57 | -5.36 | -25.83 | 6.60 |
ABI Sector | 9.62 | 0.02 | 8.64 | 4.65 | -2.67 | 8.98 | 7.65 | -2.54 | -17.51 | 9.33 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 1.86 | -7.54 | -3.49 | 2.04 |
ABI Sector | 6.81 | -3.10 | -0.09 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 1.86 | -7.54 | -3.49 | 2.04 |
ABI Sector | 6.81 | -3.10 | -0.09 | - |
Performance for the Primary unit class in GBP, launched on 15 November 2000. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 01 August 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.