Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | Benchmark |
3 years | 6.95 | 22.66 |
5 years | 18.70 | 34.99 |
Annualised | Fund | Benchmark |
1 year | 6.60 | 9.66 |
3 years | 2.26 | 7.04 |
5 years | 3.48 | 6.18 |
Since launch | - | - |
As at 31 Dec 2023
Cumulative | Fund | Benchmark |
3 years | 6.95 | 22.66 |
5 years | 18.70 | 34.99 |
Annualised | Fund | Benchmark |
1 year | 6.60 | 9.66 |
3 years | 2.26 | 7.04 |
5 years | 3.48 | 6.18 |
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 | - | -1.03 | 15.29 | 1.41 | 6.81 | -5.59 | 17.56 | 4.03 | -3.57 | 6.60 |
Benchmark | - | 5.00 | 4.85 | 4.84 | 5.15 | 5.22 | 4.60 | 4.68 | 6.86 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | 0.91 | 13.98 | 9.43 | -3.33 | 14.23 | 3.16 | 7.06 | -7.64 | 7.07 |
Benchmark | - | 5.00 | 4.92 | 4.77 | 5.09 | 5.25 | 4.73 | 4.60 | 5.97 | 9.27 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 6.60 | 2.26 | 3.48 | - |
Benchmark | 9.66 | 7.04 | 6.18 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 6.60 | 2.26 | 3.48 | - |
Benchmark | 9.66 | 7.04 | 6.18 | - |
Performance for the Primary unit class in GBP, launched on 02 January 2013. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 04 February 2014. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 07 April 2014. 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.