Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund |
3 years | 27.67 |
5 years | 59.65 |
Annualised | Fund |
1 year | 19.53 |
3 years | 8.48 |
5 years | 9.80 |
Since launch | - |
As at 31 Dec 2023
Cumulative | Fund |
3 years | 27.67 |
5 years | 59.65 |
Annualised | Fund |
1 year | 19.53 |
3 years | 8.48 |
5 years | 9.80 |
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 | 14.87 | -4.78 | 22.00 | 4.85 | 6.53 | -11.10 | 40.66 | 11.80 | -4.46 | 19.53 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 8.46 | 1.64 | 15.35 | 16.27 | -8.50 | 23.22 | 6.10 | 20.13 | -10.07 | 16.06 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 19.53 | 8.48 | 9.80 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 19.53 | 8.48 | 9.80 | - |
Performance for the GBP 75% currency hedged unit class in GBP, launched on 09 April 2009. Source: Lipper.
Past performance is not a guide to the future.
Performance for the GBP 75% currency hedged, charges included unit class in GBP, launched on 20 October 2009. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 07 June 2010. Source: Lipper.
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.