Performance
Source: Lipper
Performance summary (%)
As at 31 May 2024
Cumulative | Fund | Benchmark |
3 years | -10.96 | -11.36 |
5 years | -1.12 | -3.69 |
Annualised | Benchmark | |
1 year | 7.19 | 7.48 |
3 years | -3.79 | -3.93 |
5 years | -0.22 | -0.75 |
Since launch | 0.53 | - |
As at 31 Mar 2024
Cumulative | Fund | Benchmark |
3 years | -8.96 | -9.67 |
5 years | 1.38 | -1.95 |
Annualised | Benchmark | |
1 year | 6.83 | 6.11 |
3 years | -3.08 | -3.33 |
5 years | 0.27 | -0.39 |
Since launch | 0.82 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 March | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | - | - | - | 1.12 | 10.13 | -4.83 | -10.47 | 6.83 |
Benchmark | - | - | - | - | - | 1.46 | 6.98 | -5.20 | -10.20 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
- | - | - | - | - | 9.91 | 10.00 | -3.62 | -16.60 | 8.67 | |
Benchmark | - | - | - | - | - | 9.27 | 7.80 | -3.09 | -17.73 | 8.58 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
7.19 | -3.79 | -0.22 | 0.53 | |
Benchmark | 7.48 | -3.93 | -0.75 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
6.83 | -3.08 | 0.27 | 0.82 | |
Benchmark | 6.11 | -3.33 | -0.39 | - |
Performance for the unit class in GBP, launched on 22 October 2018. Source: Lipper.
Performance for the unit class in GBP, launched on 22 October 2018. Source: Lipper.