Performance
Source: Lipper
Performance summary (%)
As at 31 Mar 2024
Cumulative | Fund | Benchmark |
3 years | 7.16 | 19.24 |
5 years | 20.26 | 28.74 |
Annualised | Fund | Benchmark |
1 year | 6.79 | 8.65 |
3 years | 2.33 | 6.04 |
5 years | 3.75 | 5.18 |
Since launch | 4.28 | - |
As at 31 Mar 2024
Cumulative | Fund | Benchmark |
3 years | 7.16 | 19.24 |
5 years | 20.26 | 28.74 |
Annualised | Fund | Benchmark |
1 year | 6.79 | 8.65 |
3 years | 2.33 | 6.04 |
5 years | 3.75 | 5.18 |
Since launch | 4.28 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 March | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | 1.02 | 12.97 | 2.08 | 5.38 | -2.81 | 15.46 | 3.82 | -3.34 | 6.79 |
Benchmark | - | 4.00 | 3.85 | 3.84 | 4.15 | 4.22 | 3.60 | 3.67 | 5.85 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | 12.71 | 9.16 | -3.31 | 13.04 | 4.98 | 6.39 | -7.62 | 7.52 |
Benchmark | - | - | 3.92 | 3.77 | 4.09 | 4.25 | 3.73 | 3.60 | 4.97 | 8.27 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 6.79 | 2.33 | 3.75 | 4.28 |
Benchmark | 8.65 | 6.04 | 5.18 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 6.79 | 2.33 | 3.75 | 4.28 |
Benchmark | 8.65 | 6.04 | 5.18 | - |
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.
Performance for the Primary unit class in GBP, launched on 01 September 2014. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 29 October 2015. Source: Lipper.
Past performance is not a guide to the future.