Performance
Source: Lipper
Performance summary (%)
As at 31 Mar 2024
Cumulative | Fund | ABI Sector |
3 years | 7.16 | 10.66 |
5 years | 24.46 | 28.01 |
Annualised | ABI Sector | |
1 year | 8.98 | 9.85 |
3 years | 2.33 | 3.43 |
5 years | 4.47 | 5.06 |
Since launch | - | - |
As at 31 Mar 2024
Cumulative | Fund | ABI Sector |
3 years | 7.16 | 10.66 |
5 years | 24.46 | 28.01 |
Annualised | ABI Sector | |
1 year | 8.98 | 9.85 |
3 years | 2.33 | 3.43 |
5 years | 4.47 | 5.06 |
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 | - | - | - | - | - | -3.55 | 20.42 | 3.97 | -5.42 | 8.98 |
ABI Sector | - | - | - | - | - | -8.07 | 25.83 | 5.09 | -4.14 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
- | - | - | - | - | - | 6.21 | 7.96 | -10.40 | 8.89 | |
ABI Sector | - | - | - | - | - | - | 4.70 | 10.85 | -9.77 | 8.24 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
8.98 | 2.33 | 4.47 | - | |
ABI Sector | 9.85 | 3.43 | 5.06 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
8.98 | 2.33 | 4.47 | - | |
ABI Sector | 9.85 | 3.43 | 5.06 | - |
Performance for the Primary unit class in GBP, launched on 15 June 2018. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 14 May 2021. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 13 March 2019. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 24 June 2018. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 13 July 2020. 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 13 June 2019. Source: Lipper.
Past performance is not a guide to the future.