Performance
Source: Lipper
Performance summary (%)
As at 31 Mar 2024
Cumulative | Fund | Benchmark |
3 years | -32.48 | -32.05 |
5 years | -29.77 | -28.61 |
Annualised | Fund | Benchmark |
1 year | -7.89 | -6.83 |
3 years | -12.26 | -12.07 |
5 years | -6.82 | -6.51 |
Since launch | 2.90 | - |
As at 31 Mar 2024
Cumulative | Fund | Benchmark |
3 years | -32.48 | -32.05 |
5 years | -29.77 | -28.61 |
Annualised | Fund | Benchmark |
1 year | -7.89 | -6.83 |
3 years | -12.26 | -12.07 |
5 years | -6.82 | -6.51 |
Since launch | 2.90 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 March | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 23.23 | -0.04 | 21.81 | 0.90 | 6.87 | 5.95 | -1.82 | 3.92 | -29.46 | -7.89 |
Benchmark | 21.05 | 1.86 | 22.01 | 0.69 | 5.68 | 2.39 | 2.60 | 4.85 | -30.44 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 20.75 | -1.65 | 28.25 | 2.34 | 0.98 | 4.95 | 12.32 | 4.56 | -38.80 | 1.70 |
Benchmark | 21.38 | -1.21 | 27.39 | 2.54 | -0.40 | 6.79 | 12.38 | 4.22 | -37.98 | 0.16 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | -7.89 | -12.26 | -6.82 | 2.90 |
Benchmark | -6.83 | -12.07 | -6.51 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | -7.89 | -12.26 | -6.82 | 2.90 |
Benchmark | -6.83 | -12.07 | -6.51 | - |
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.
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 17 July 1996. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 01 May 1997. Source: Lipper.
Past performance is not a guide to the future.