Performance
Source: Lipper
Performance summary (%)
As at 31 May 2024
Cumulative | Fund | Benchmark |
3 years | -23.74 | -22.98 |
5 years | -21.70 | -20.15 |
Annualised | Fund | Benchmark |
1 year | 1.82 | 3.04 |
3 years | -8.63 | -8.31 |
5 years | -4.77 | -4.40 |
Since launch | - | - |
As at 31 Mar 2024
Cumulative | Fund | Benchmark |
3 years | -21.43 | -20.55 |
5 years | -18.44 | -17.50 |
Annualised | Fund | Benchmark |
1 year | -0.27 | -0.04 |
3 years | -7.72 | -7.38 |
5 years | -3.99 | -3.77 |
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 | 13.90 | 2.42 | 6.97 | 0.16 | 3.53 | 10.34 | -5.93 | -5.58 | -16.56 | -0.27 |
Benchmark | 13.91 | 3.25 | 6.64 | 0.46 | 3.71 | 9.94 | -5.54 | -5.08 | -16.27 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 13.21 | 0.41 | 10.50 | 1.29 | 0.45 | 6.54 | 8.30 | -5.32 | -24.26 | 3.69 |
Benchmark | 13.86 | 0.57 | 10.10 | 1.83 | 0.57 | 6.90 | 8.27 | -5.16 | -23.83 | 3.69 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 1.82 | -8.63 | -4.77 | - |
Benchmark | 3.04 | -8.31 | -4.40 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | -0.27 | -7.72 | -3.99 | - |
Benchmark | -0.04 | -7.38 | -3.77 | - |
Performance for the Primary unit class in GBP, launched on 02 March 1992. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 03 April 2000. 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.