Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund |
3 years | -20.07 |
5 years | -14.46 |
Annualised | Fund |
1 year | 2.92 |
3 years | -7.19 |
5 years | -3.07 |
Since launch | - |
As at 31 Dec 2023
Cumulative | Fund |
3 years | -20.07 |
5 years | -14.46 |
Annualised | Fund |
1 year | 2.92 |
3 years | -7.19 |
5 years | -3.07 |
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 | - | - | 13.14 | 0.56 | 5.37 | 3.07 | 3.84 | -2.49 | -20.36 | 2.92 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | 16.63 | 3.39 | -1.61 | 9.44 | 9.74 | -1.15 | -28.24 | 7.12 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 2.92 | -7.19 | -3.07 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 2.92 | -7.19 | -3.07 | - |
Performance for the Primary unit class in GBP, launched on 23 April 2014. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 23 May 2014. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 02 February 2015. 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.