Performance
Source: Lipper
Performance summary (%)
As at 31 Mar 2024
Cumulative | Fund | Benchmark |
3 years | 14.01 | 17.50 |
5 years | 53.39 | 56.02 |
Annualised | Benchmark | |
1 year | 14.87 | 16.43 |
3 years | 4.46 | 5.52 |
5 years | 8.92 | 9.29 |
Since launch | - | - |
As at 31 Mar 2024
Cumulative | Fund | Benchmark |
3 years | 14.01 | 17.50 |
5 years | 53.39 | 56.02 |
Annualised | Benchmark | |
1 year | 14.87 | 16.43 |
3 years | 4.46 | 5.52 |
5 years | 8.92 | 9.29 |
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 | - | - | - | 1.44 | 7.92 | -16.44 | 61.02 | 6.28 | -6.62 | 14.87 |
Benchmark | - | - | - | 2.85 | 6.56 | -18.01 | 61.96 | 5.13 | -4.01 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
- | - | - | 11.05 | -8.94 | 22.89 | 15.10 | 16.49 | -9.72 | 10.42 | |
Benchmark | - | - | - | 11.98 | -8.31 | 21.11 | 14.71 | 16.50 | -9.48 | 11.77 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
14.87 | 4.46 | 8.92 | - | |
Benchmark | 16.43 | 5.52 | 9.29 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
14.87 | 4.46 | 8.92 | - | |
Benchmark | 16.43 | 5.52 | 9.29 | - |
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 17 November 2020. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 30 March 2021. 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 19 November 2018. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Primary unit class in GBP, launched on 23 January 2015. Source: Lipper.
Past performance is not a guide to the future.