Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund |
3 years | 13.67 |
5 years | 52.63 |
Annualised | |
1 year | 14.76 |
3 years | 4.36 |
5 years | 8.81 |
Since launch | 9.05 |
As at 31 Dec 2023
Cumulative | Fund |
3 years | 13.67 |
5 years | 52.63 |
Annualised | |
1 year | 14.76 |
3 years | 4.36 |
5 years | 8.81 |
Since launch | 9.05 |
Rolling 12-month performance to last quarter end (%)
12 months to 31 March | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | - | - | - | -16.53 | 60.86 | 6.18 | -6.71 | 14.76 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
- | - | - | - | - | 22.78 | 14.98 | 16.37 | -9.81 | 10.31 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
14.76 | 4.36 | 8.81 | 9.05 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
14.76 | 4.36 | 8.81 | 9.05 |
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.