Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | ABI Sector |
3 years | 7.22 | 10.66 |
5 years | 23.27 | 28.01 |
Annualised | Fund | ABI Sector |
1 year | 8.63 | 9.85 |
3 years | 2.35 | 3.43 |
5 years | 4.27 | 5.06 |
Since launch | - | - |
As at 31 Dec 2023
Cumulative | Fund | ABI Sector |
3 years | 7.22 | 10.66 |
5 years | 23.27 | 28.01 |
Annualised | Fund | ABI Sector |
1 year | 8.63 | 9.85 |
3 years | 2.35 | 3.43 |
5 years | 4.27 | 5.06 |
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 | 14.32 | -0.29 | 20.03 | 1.54 | 6.67 | -4.89 | 20.88 | 4.42 | -5.47 | 8.63 |
ABI Sector | 11.06 | -3.21 | 17.68 | 1.02 | 4.21 | -8.07 | 25.83 | 5.09 | -4.14 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 10.19 | 0.54 | 20.32 | 9.70 | -3.40 | 15.33 | 5.92 | 8.13 | -10.22 | 8.32 |
ABI Sector | 5.03 | 2.37 | 13.39 | 9.56 | -6.15 | 15.50 | 4.70 | 10.85 | -9.77 | 8.24 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 8.63 | 2.35 | 4.27 | - |
ABI Sector | 9.85 | 3.43 | 5.06 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 8.63 | 2.35 | 4.27 | - |
ABI Sector | 9.85 | 3.43 | 5.06 | - |
Performance for the unit class in GBP, launched on 06 January 2012. 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 06 January 2012. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 28 November 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.
Performance for the Formerly Consensus unit class in GBP, launched on 24 March 1993. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Formerly Consensus, charges included unit class in GBP, launched on 01 July 1996. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Primary unit class in GBP, launched on 12 January 2012. Source: Lipper.
Past performance is not a guide to the future.