Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | Benchmark |
3 years | -38.77 | -37.78 |
5 years | -35.32 | -34.41 |
Annualised | Fund | Benchmark |
1 year | -4.93 | -4.63 |
3 years | -15.07 | -14.61 |
5 years | -8.34 | -8.08 |
Since launch | - | - |
As at 31 Dec 2023
Cumulative | Fund | Benchmark |
3 years | -38.77 | -37.78 |
5 years | -35.32 | -34.41 |
Annualised | Fund | Benchmark |
1 year | -4.93 | -4.63 |
3 years | -15.07 | -14.61 |
5 years | -8.34 | -8.08 |
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 | 27.10 | 2.57 | 13.02 | 2.03 | 4.67 | 18.37 | -10.76 | -8.03 | -29.97 | -4.93 |
Benchmark | 26.96 | 4.03 | 12.32 | 2.21 | 4.71 | 17.58 | -10.35 | -7.17 | -29.72 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 25.05 | 0.14 | 19.39 | 2.43 | 0.28 | 11.48 | 14.15 | -7.40 | -40.62 | 1.96 |
Benchmark | 26.13 | 0.09 | 18.49 | 3.32 | 0.28 | 12.03 | 13.88 | -7.31 | -40.05 | 1.65 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | -4.93 | -15.07 | -8.34 | - |
Benchmark | -4.63 | -14.61 | -8.08 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | -4.93 | -15.07 | -8.34 | - |
Benchmark | -4.63 | -14.61 | -8.08 | - |
Performance for the unit class in GBP, launched on 14 May 2004. 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 14 May 2004. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 26 October 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 Primary unit class in GBP, launched on 01 September 1994. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 15 May 1996. Source: Lipper.
Past performance is not a guide to the future.