Performance
Source: Lipper
Performance summary (%)
As at 31 Mar 2024
Cumulative | Fund | Benchmark |
3 years | 9.45 | 32.16 |
5 years | 19.68 | 43.26 |
Annualised | Benchmark | |
1 year | 0.35 | 6.21 |
3 years | 3.05 | 9.73 |
5 years | 3.65 | 7.45 |
Since launch | 3.84 | - |
As at 31 Mar 2024
Cumulative | Fund | Benchmark |
3 years | 9.45 | 32.16 |
5 years | 19.68 | 43.26 |
Annualised | Benchmark | |
1 year | 0.35 | 6.21 |
3 years | 3.05 | 9.73 |
5 years | 3.65 | 7.45 |
Since launch | 3.84 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 March | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | - | - | - | -8.64 | 19.69 | 14.75 | -4.95 | 0.35 |
Benchmark | - | - | - | - | - | 4.50 | 3.74 | 10.07 | 13.05 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
- | - | - | - | - | 9.19 | 3.73 | 14.41 | -2.94 | 2.02 | |
Benchmark | - | - | - | - | - | 4.27 | 3.65 | 8.36 | 13.53 | 6.31 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
0.35 | 3.05 | 3.65 | 3.84 | |
Benchmark | 6.21 | 9.73 | 7.45 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
0.35 | 3.05 | 3.65 | 3.84 | |
Benchmark | 6.21 | 9.73 | 7.45 | - |
Performance for the unit class in GBP, launched on 26 November 2018. Source: Lipper.
Performance for the unit class in GBP, launched on 26 November 2018. Source: Lipper.