Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | Benchmark |
3 years | -29.94 | -32.05 |
5 years | -25.70 | -28.61 |
Annualised | Benchmark | |
1 year | -7.20 | -6.83 |
3 years | -11.17 | -12.07 |
5 years | -5.76 | -6.51 |
Since launch | - | - |
As at 31 Dec 2023
Cumulative | Fund | Benchmark |
3 years | -29.94 | -32.05 |
5 years | -25.70 | -28.61 |
Annualised | Benchmark | |
1 year | -7.20 | -6.83 |
3 years | -11.17 | -12.07 |
5 years | -5.76 | -6.51 |
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 | - | 1.09 | 21.33 | 0.35 | 7.28 | 6.73 | -0.64 | 3.96 | -27.38 | -7.20 |
Benchmark | 21.05 | 1.86 | 22.01 | 0.69 | 5.68 | 2.39 | 2.60 | 4.85 | -30.44 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
- | -0.84 | 25.93 | 2.75 | -0.34 | 6.91 | 13.75 | 5.61 | -37.17 | 1.97 | |
Benchmark | 21.38 | -1.21 | 27.39 | 2.54 | -0.40 | 6.79 | 12.38 | 4.22 | -37.98 | 0.16 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
-7.20 | -11.17 | -5.76 | - | |
Benchmark | -6.83 | -12.07 | -6.51 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
-7.20 | -11.17 | -5.76 | - | |
Benchmark | -6.83 | -12.07 | -6.51 | - |
Performance for the unit class in GBP, launched on . 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 Primary unit class in GBP, launched on 13 April 1983. 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.
Performance for the unit class in GBP, launched on 26 October 2018. 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.