Performance
Source: Lipper
Performance summary (%)
As at 31 Mar 2024
Cumulative | Fund | Benchmark |
3 years | -27.21 | -26.80 |
5 years | -24.59 | -23.52 |
Annualised | Fund | Benchmark |
1 year | -5.89 | -4.98 |
3 years | -10.03 | -9.87 |
5 years | -5.48 | -5.22 |
Since launch | 2.88 | - |
As at 31 Mar 2024
Cumulative | Fund | Benchmark |
3 years | -27.21 | -26.80 |
5 years | -24.59 | -23.52 |
Annualised | Fund | Benchmark |
1 year | -5.89 | -4.98 |
3 years | -10.03 | -9.87 |
5 years | -5.48 | -5.22 |
Since launch | 2.88 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 March | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 20.18 | -0.30 | 19.82 | 0.57 | 6.57 | 5.25 | -1.58 | 4.25 | -25.80 | -5.89 |
Benchmark | 18.55 | 1.74 | 19.89 | 0.53 | 5.49 | 2.15 | 2.29 | 5.11 | -26.71 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 18.03 | -1.20 | 25.21 | 2.15 | 1.02 | 4.72 | 10.97 | 4.50 | -34.38 | 2.21 |
Benchmark | 18.96 | -0.97 | 24.33 | 2.34 | -0.28 | 6.42 | 11.01 | 4.16 | -33.60 | 0.93 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | -5.89 | -10.03 | -5.48 | 2.88 |
Benchmark | -4.98 | -9.87 | -5.22 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | -5.89 | -10.03 | -5.48 | 2.88 |
Benchmark | -4.98 | -9.87 | -5.22 | - |
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 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.