Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund |
3 years | 23.84 |
5 years | 32.05 |
Annualised | Fund |
1 year | 7.98 |
3 years | 7.38 |
5 years | 5.71 |
Since launch | - |
As at 31 Dec 2023
Cumulative | Fund |
3 years | 23.84 |
5 years | 32.05 |
Annualised | Fund |
1 year | 7.98 |
3 years | 7.38 |
5 years | 5.71 |
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 | 8.22 | -5.15 | 21.10 | 0.03 | 6.00 | -17.45 | 29.18 | 12.69 | 1.77 | 7.98 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 0.97 | 1.93 | 14.16 | 13.37 | -9.80 | 19.94 | -8.26 | 17.59 | -0.11 | 7.77 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 7.98 | 7.38 | 5.71 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 7.98 | 7.38 | 5.71 | - |
Performance for the unit class in GBP, launched on 03 April 2007. 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 03 April 2007. 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 20 July 2005. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 10 October 2005. Source: Lipper.
Past performance is not a guide to the future.