Performance
Source: Lipper
Performance summary (%)
As at 31 Mar 2024
Cumulative | Fund |
3 years | -27.65 |
5 years | -22.54 |
Annualised | Fund |
1 year | -0.87 |
3 years | -10.22 |
5 years | -4.97 |
Since launch | 1.83 |
As at 31 Mar 2024
Cumulative | Fund |
3 years | -27.65 |
5 years | -22.54 |
Annualised | Fund |
1 year | -0.87 |
3 years | -10.22 |
5 years | -4.97 |
Since launch | 1.83 |
Rolling 12-month performance to last quarter end (%)
12 months to 31 March | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 20.43 | -0.36 | 16.08 | 1.09 | 6.15 | 4.44 | 2.52 | -1.59 | -25.84 | -0.87 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 18.70 | -1.26 | 21.19 | 3.47 | -1.25 | 9.58 | 11.33 | -0.09 | -34.60 | 4.84 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | -0.87 | -10.22 | -4.97 | 1.83 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | -0.87 | -10.22 | -4.97 | 1.83 |
Performance for the Primary unit class in GBP, launched on 17 March 2004. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 23 September 2015. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 18 October 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 18 October 2012. 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.