Performance
Source: Lipper
Performance summary (%)
As at 31 Mar 2024
Cumulative | Fund | Benchmark |
3 years | 7.20 | 7.58 |
5 years | 7.81 | 8.35 |
Annualised | Fund | Benchmark |
1 year | 4.98 | 5.09 |
3 years | 2.34 | 2.47 |
5 years | 1.51 | 1.62 |
Since launch | 1.01 | - |
As at 31 Mar 2024
Cumulative | Fund | Benchmark |
3 years | 7.20 | 7.58 |
5 years | 7.81 | 8.35 |
Annualised | Fund | Benchmark |
1 year | 4.98 | 5.09 |
3 years | 2.34 | 2.47 |
5 years | 1.51 | 1.62 |
Since launch | 1.01 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 March | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | 0.21 | 0.18 | 0.53 | 0.60 | -0.02 | 0.02 | 2.10 | 4.98 |
Benchmark | - | - | 0.33 | 0.34 | 0.63 | 0.66 | 0.05 | 0.14 | 2.26 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | 0.28 | 0.14 | 0.45 | 0.62 | 0.13 | -0.07 | 1.27 | 4.54 |
Benchmark | - | - | 0.39 | 0.28 | 0.58 | 0.69 | 0.18 | 0.05 | 1.41 | 4.69 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 4.98 | 2.34 | 1.51 | 1.01 |
Benchmark | 5.09 | 2.47 | 1.62 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 4.98 | 2.34 | 1.51 | 1.01 |
Benchmark | 5.09 | 2.47 | 1.62 | - |
Performance for the unit class in GBP, launched on 07 October 1981. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Primary unit class in GBP, launched on 01 July 1996. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 07 March 1984. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on . Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 14 October 2015. 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.