Performance
Source: Lipper
Performance summary (%)
As at 31 Mar 2024
Cumulative | Fund | Benchmark |
3 years | 8.22 | 10.26 |
5 years | 42.94 | 45.18 |
Annualised | Fund | Benchmark |
1 year | 8.45 | 9.19 |
3 years | 2.67 | 3.31 |
5 years | 7.40 | 7.73 |
Since launch | 6.67 | - |
As at 31 Mar 2024
Cumulative | Fund | Benchmark |
3 years | 8.22 | 10.26 |
5 years | 42.94 | 45.18 |
Annualised | Fund | Benchmark |
1 year | 8.45 | 9.19 |
3 years | 2.67 | 3.31 |
5 years | 7.40 | 7.73 |
Since launch | 6.67 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 March | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 13.10 | -5.59 | 38.12 | 2.26 | 3.71 | -13.70 | 53.06 | 4.54 | -4.54 | 8.45 |
Benchmark | 12.75 | -5.40 | 36.53 | 3.86 | 3.90 | -14.05 | 53.20 | 5.25 | -4.05 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 5.17 | -5.15 | 32.94 | 19.22 | -7.27 | 14.58 | 17.40 | 7.96 | -5.82 | 7.65 |
Benchmark | 5.01 | -4.40 | 31.69 | 20.30 | -6.78 | 14.91 | 17.64 | 8.21 | -5.28 | 8.33 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 8.45 | 2.67 | 7.40 | 6.67 |
Benchmark | 9.19 | 3.31 | 7.73 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 8.45 | 2.67 | 7.40 | 6.67 |
Benchmark | 9.19 | 3.31 | 7.73 | - |
Performance for the Primary unit class in GBP, launched on 13 September 2000. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 12 February 2004. 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.