Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund |
3 years | -22.83 |
5 years | -16.24 |
Annualised | Fund |
1 year | 4.04 |
3 years | -8.27 |
5 years | -3.48 |
Since launch | - |
As at 31 Dec 2023
Cumulative | Fund |
3 years | -22.83 |
5 years | -16.24 |
Annualised | Fund |
1 year | 4.04 |
3 years | -8.27 |
5 years | -3.48 |
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 | 19.16 | 0.56 | 11.43 | 1.19 | 4.99 | 5.54 | 2.83 | -6.89 | -20.33 | 4.04 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 17.93 | -0.10 | 15.93 | 3.59 | -2.18 | 12.24 | 10.90 | -4.94 | -29.28 | 7.28 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 4.04 | -8.27 | -3.48 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 4.04 | -8.27 | -3.48 | - |
Performance for the Primary unit class in GBP, launched on 11 November 2003. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 11 November 2003. Source: Lipper.
Past performance is not a guide to the future.
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.