Performance
Source: Lipper
Performance summary (%)
As at 31 May 2024
Cumulative | Fund | Benchmark |
3 years | 6.17 | 36.27 |
5 years | 21.01 | 49.75 |
Annualised | Benchmark | |
1 year | 9.48 | 5.95 |
3 years | 2.01 | 10.83 |
5 years | 3.88 | 8.40 |
Since launch | 4.03 | - |
As at 31 Mar 2024
Cumulative | Fund | Benchmark |
3 years | 7.90 | 34.58 |
5 years | 21.92 | 48.71 |
Annualised | Benchmark | |
1 year | 9.25 | 6.23 |
3 years | 2.56 | 10.40 |
5 years | 4.04 | 8.25 |
Since launch | 4.27 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 March | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | - | - | - | -5.70 | 19.83 | 3.09 | -4.20 | 9.25 |
Benchmark | - | - | - | - | - | 5.50 | 4.74 | 11.08 | 14.05 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
- | - | - | - | - | 10.44 | 7.48 | 4.47 | -7.66 | 8.83 | |
Benchmark | - | - | - | - | - | 5.27 | 4.65 | 9.36 | 14.53 | 7.23 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
9.48 | 2.01 | 3.88 | 4.03 | |
Benchmark | 5.95 | 10.83 | 8.40 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
9.25 | 2.56 | 4.04 | 4.27 | |
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.