Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund |
3 years | -2.95 |
5 years | 19.24 |
Annualised | Fund |
1 year | 7.58 |
3 years | -0.99 |
5 years | 3.58 |
Since launch | - |
As at 31 Dec 2023
Cumulative | Fund |
3 years | -2.95 |
5 years | 19.24 |
Annualised | Fund |
1 year | 7.58 |
3 years | -0.99 |
5 years | 3.58 |
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 | 14.42 | -7.99 | 38.36 | 8.18 | 0.35 | -14.20 | 43.19 | -4.46 | -5.58 | 7.58 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 4.54 | -8.22 | 35.42 | 25.06 | -10.07 | 13.95 | 13.83 | 1.07 | -10.63 | 5.53 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 7.58 | -0.99 | 3.58 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 7.58 | -0.99 | 3.58 | - |
Performance for the Primary unit class in GBP, launched on 26 January 1999. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 09 July 2003. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 14 May 2004. 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 26 October 2018. Source: Lipper.
Past performance is not a guide to the future.