Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund |
3 years | 8.61 |
5 years | 23.72 |
Annualised | Fund |
1 year | 8.65 |
3 years | 2.79 |
5 years | 4.34 |
Since launch | - |
As at 31 Dec 2023
Cumulative | Fund |
3 years | 8.61 |
5 years | 23.72 |
Annualised | Fund |
1 year | 8.65 |
3 years | 2.79 |
5 years | 4.34 |
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 | 13.13 | 0.48 | 19.47 | 1.62 | 6.20 | -5.20 | 20.16 | 6.06 | -5.75 | 8.65 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 8.68 | 0.80 | 20.46 | 9.94 | -3.44 | 14.68 | 5.08 | 9.20 | -9.38 | 7.45 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 8.65 | 2.79 | 4.34 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 8.65 | 2.79 | 4.34 | - |
Performance for the Primary unit class in GBP, launched on 10 January 2012. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 29 June 2012. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in None, launched on . Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in None, launched on . Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in None, launched on . Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in None, launched on . Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 18 October 2012. 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.
Performance for the unit class in GBP, launched on 26 October 2018. Source: Lipper.
Past performance is not a guide to the future.