Performance
Source: Lipper
Performance summary (%)
As at 31 May 2024
Cumulative | Fund | Benchmark |
3 years | 8.21 | 32.50 |
5 years | 21.84 | 42.96 |
Annualised | Benchmark | |
1 year | 1.76 | 4.96 |
3 years | 2.66 | 9.80 |
5 years | 4.03 | 7.40 |
Since launch | 4.25 | - |
As at 31 Mar 2024
Cumulative | Fund | Benchmark |
3 years | 9.12 | 32.16 |
5 years | 19.08 | 43.26 |
Annualised | Benchmark | |
1 year | 0.25 | 6.21 |
3 years | 2.95 | 9.73 |
5 years | 3.55 | 7.45 |
Since launch | 3.74 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 March | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | - | - | - | -8.74 | 19.57 | 14.64 | -5.04 | 0.25 |
Benchmark | - | - | - | - | - | 4.50 | 3.74 | 10.07 | 13.05 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
- | - | - | - | - | 9.08 | 3.63 | 14.30 | -3.03 | 1.92 | |
Benchmark | - | - | - | - | - | 4.27 | 3.65 | 8.36 | 13.53 | 6.31 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
1.76 | 2.66 | 4.03 | 4.25 | |
Benchmark | 4.96 | 9.80 | 7.40 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
0.25 | 2.95 | 3.55 | 3.74 | |
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.