Performance
Source: Lipper
Performance summary (%)
As at 31 Mar 2024
Cumulative | Fund | Benchmark |
3 years | 8.22 | 34.58 |
5 years | 22.53 | 48.71 |
Annualised | Benchmark | |
1 year | 9.36 | 6.23 |
3 years | 2.67 | 10.40 |
5 years | 4.14 | 8.25 |
Since launch | 3.76 | - |
As at 31 Mar 2024
Cumulative | Fund | Benchmark |
3 years | 8.22 | 34.58 |
5 years | 22.53 | 48.71 |
Annualised | Benchmark | |
1 year | 9.36 | 6.23 |
3 years | 2.67 | 10.40 |
5 years | 4.14 | 8.25 |
Since launch | 3.76 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 March | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | - | 2.61 | 1.71 | -5.61 | 19.95 | 3.19 | -4.11 | 9.36 |
Benchmark | - | - | - | 6.45 | 5.90 | 5.50 | 4.74 | 11.08 | 14.05 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
- | - | - | 7.14 | -5.42 | 10.55 | 7.58 | 4.57 | -7.57 | 8.94 | |
Benchmark | - | - | - | 6.97 | 6.10 | 5.27 | 4.65 | 9.36 | 14.53 | 7.23 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
9.36 | 2.67 | 4.14 | 3.76 | |
Benchmark | 6.23 | 10.40 | 8.25 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
9.36 | 2.67 | 4.14 | 3.76 | |
Benchmark | 6.23 | 10.40 | 8.25 | - |
Performance for the unit class in GBP, launched on 02 August 2016. Source: Lipper.
Performance for the unit class in GBP, launched on 20 November 2018. Source: Lipper.
Performance for the unit class in GBP, launched on 26 October 2018. Source: Lipper.