Performance
Source: Lipper
Performance summary (%)
As at 31 Mar 2024
Cumulative | Fund | Benchmark |
3 years | 18.19 | 26.14 |
5 years | 23.52 | 30.34 |
Annualised | Benchmark | |
1 year | 10.20 | 8.43 |
3 years | 5.72 | 8.04 |
5 years | 4.31 | 5.44 |
Since launch | 4.25 | - |
As at 31 Mar 2024
Cumulative | Fund | Benchmark |
3 years | 18.19 | 26.14 |
5 years | 23.52 | 30.34 |
Annualised | Benchmark | |
1 year | 10.20 | 8.43 |
3 years | 5.72 | 8.04 |
5 years | 4.31 | 5.44 |
Since launch | 4.25 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 March | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | - | - | - | -21.53 | 33.19 | 5.56 | 1.60 | 10.20 |
Benchmark | - | - | - | - | - | -18.45 | 26.71 | 13.03 | 2.92 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
- | - | - | - | - | 14.00 | -6.95 | 18.08 | -9.79 | 11.25 | |
Benchmark | - | - | - | - | - | 19.17 | -9.82 | 18.32 | 0.34 | 7.92 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
10.20 | 5.72 | 4.31 | 4.25 | |
Benchmark | 8.43 | 8.04 | 5.44 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
10.20 | 5.72 | 4.31 | 4.25 | |
Benchmark | 8.43 | 8.04 | 5.44 | - |
Performance for the unit class in GBP, launched on 20 November 2018. Source: Lipper.
Performance for the unit class in GBP, launched on 20 November 2018. Source: Lipper.