Performance
Source: Lipper
Performance summary (%)
As at 31 Mar 2024
Cumulative | Fund | Benchmark |
3 years | 39.51 | 40.20 |
5 years | 85.66 | 84.96 |
Annualised | Benchmark | |
1 year | 23.90 | 22.71 |
3 years | 11.73 | 11.91 |
5 years | 13.16 | 13.07 |
Since launch | 11.54 | - |
As at 31 Mar 2024
Cumulative | Fund | Benchmark |
3 years | 39.51 | 40.20 |
5 years | 85.66 | 84.96 |
Annualised | Benchmark | |
1 year | 23.90 | 22.71 |
3 years | 11.73 | 11.91 |
5 years | 13.16 | 13.07 |
Since launch | 11.54 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 March | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | - | 0.64 | 11.67 | -3.48 | 37.88 | 16.31 | -3.19 | 23.90 |
Benchmark | - | - | - | 2.25 | 11.78 | -5.38 | 39.44 | 14.85 | -0.51 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
- | - | - | 12.63 | -4.02 | 23.94 | 12.78 | 23.07 | -7.80 | 16.99 | |
Benchmark | - | - | - | 13.13 | -2.95 | 23.05 | 13.10 | 22.50 | -7.39 | 17.22 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
23.90 | 11.73 | 13.16 | 11.54 | |
Benchmark | 22.71 | 11.91 | 13.07 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
23.90 | 11.73 | 13.16 | 11.54 | |
Benchmark | 22.71 | 11.91 | 13.07 | - |
Performance for the unit class in GBP, launched on 15 December 2016. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 11 November 2022. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 11 November 2022. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Primary unit class in GBP, launched on 21 October 2013. Source: Lipper.
Past performance is not a guide to the future.
Performance for the GBP currency hedged unit class in GBP, launched on 09 October 2013. Source: Lipper.
Past performance is not a guide to the future.