Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | Benchmark |
3 years | -32.73 | -32.05 |
5 years | -30.19 | -28.61 |
Annualised | Fund | Benchmark |
1 year | -8.00 | -6.83 |
3 years | -12.37 | -12.07 |
5 years | -6.93 | -6.51 |
Since launch | - | - |
As at 31 Dec 2023
Cumulative | Fund | Benchmark |
3 years | -32.73 | -32.05 |
5 years | -30.19 | -28.61 |
Annualised | Fund | Benchmark |
1 year | -8.00 | -6.83 |
3 years | -12.37 | -12.07 |
5 years | -6.93 | -6.51 |
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 | 23.12 | -0.16 | 21.66 | 0.76 | 6.73 | 5.82 | -1.94 | 3.80 | -29.55 | -8.00 |
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 | 20.59 | -1.77 | 28.08 | 2.24 | 0.51 | 5.18 | 12.19 | 4.44 | -38.87 | 1.57 |
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 | -8.00 | -12.37 | -6.93 | - |
Benchmark | -6.83 | -12.07 | -6.51 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | -8.00 | -12.37 | -6.93 | - |
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.