Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | ABI Sector |
3 years | -2.07 | 1.64 |
5 years | 11.77 | 12.75 |
Annualised | Fund | ABI Sector |
1 year | 11.65 | 11.18 |
3 years | -0.69 | 0.54 |
5 years | 2.25 | 2.43 |
Since launch | - | - |
As at 31 Dec 2023
Cumulative | Fund | ABI Sector |
3 years | -2.07 | 1.64 |
5 years | 11.77 | 12.75 |
Annualised | Fund | ABI Sector |
1 year | 11.65 | 11.18 |
3 years | -0.69 | 0.54 |
5 years | 2.25 | 2.43 |
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 | - | - | - | 4.56 | 1.10 | -11.88 | 29.52 | -4.71 | -7.95 | 11.65 |
ABI Sector | 3.54 | -1.27 | 11.47 | 3.12 | 2.23 | -10.90 | 24.50 | -2.14 | -6.59 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | - | 8.73 | -5.74 | 11.18 | 7.91 | 1.41 | -14.72 | 12.56 |
ABI Sector | 3.43 | -0.14 | 10.82 | 6.25 | -3.68 | 11.21 | 3.72 | 3.23 | -12.02 | 11.18 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 11.65 | -0.69 | 2.25 | - |
ABI Sector | 11.18 | 0.54 | 2.43 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 11.65 | -0.69 | 2.25 | - |
ABI Sector | 11.18 | 0.54 | 2.43 | - |
Performance for the Primary unit class in GBP, launched on 01 November 2006. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 14 August 2006. 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.