Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | Benchmark |
3 years | 29.44 | 31.28 |
5 years | 62.95 | 64.23 |
Annualised | Fund | Benchmark |
1 year | 16.27 | 15.55 |
3 years | 8.97 | 9.49 |
5 years | 10.25 | 10.42 |
Since launch | 8.90 | - |
As at 31 Dec 2023
Cumulative | Fund | Benchmark |
3 years | 29.44 | 31.28 |
5 years | 62.95 | 64.23 |
Annualised | Fund | Benchmark |
1 year | 16.27 | 15.55 |
3 years | 8.97 | 9.49 |
5 years | 10.25 | 10.42 |
Since launch | 8.90 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 March | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | - | 0.41 | 11.21 | -7.49 | 36.08 | 14.01 | -2.35 | 16.27 |
Benchmark | - | - | - | 1.89 | 11.66 | -8.99 | 37.46 | 13.29 | 0.27 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | - | - | -3.32 | 21.13 | 6.42 | 23.89 | -7.08 | 12.09 |
Benchmark | - | - | - | - | -1.83 | 20.28 | 6.84 | 23.83 | -6.56 | 12.91 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 16.27 | 8.97 | 10.25 | 8.90 |
Benchmark | 15.55 | 9.49 | 10.42 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 16.27 | 8.97 | 10.25 | 8.90 |
Benchmark | 15.55 | 9.49 | 10.42 | - |
Performance for the Primary unit class in GBP, launched on 22 February 2017. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 18 March 2021. Source: Lipper.
Past performance is not a guide to the future.
Performance for the GBP currency hedged unit class in GBP, launched on 22 February 2017. Source: Lipper.
Past performance is not a guide to the future.
Performance for the GBP currency hedged, charges included unit class in GBP, launched on 23 June 2022. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 22 February 2017. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 30 July 2017. Source: Lipper.
Past performance is not a guide to the future.