Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | ABI Sector |
3 years | -1.27 | -0.27 |
5 years | 2.19 | -4.80 |
Annualised | ABI Sector | |
1 year | 1.96 | -0.57 |
3 years | -0.42 | -0.09 |
5 years | 0.43 | -0.98 |
Since launch | - | - |
As at 31 Dec 2023
Cumulative | Fund | ABI Sector |
3 years | -1.27 | -0.27 |
5 years | 2.19 | -4.80 |
Annualised | ABI Sector | |
1 year | 1.96 | -0.57 |
3 years | -0.42 | -0.09 |
5 years | 0.43 | -0.98 |
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 | 13.91 | 10.21 | 5.02 | 9.62 | 11.97 | -6.70 | 10.93 | 11.95 | -13.50 | 1.96 |
ABI Sector | 13.62 | 7.04 | 0.40 | 7.90 | 3.08 | -2.62 | -1.98 | 15.22 | -12.95 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
14.05 | 12.03 | 3.31 | 9.97 | 13.85 | -4.16 | 6.90 | 9.82 | -10.30 | 7.87 | |
ABI Sector | 14.10 | 8.57 | -0.87 | 8.47 | 4.45 | -0.94 | -4.35 | 12.27 | -8.82 | -0.72 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
1.96 | -0.42 | 0.43 | - | |
ABI Sector | -0.57 | -0.09 | -0.98 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
1.96 | -0.42 | 0.43 | - | |
ABI Sector | -0.57 | -0.09 | -0.98 | - |
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. 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 26 October 2018. Source: Lipper.
Past performance is not a guide to the future.