Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | Benchmark |
3 years | -2.94 | 0.02 |
5 years | 19.44 | 22.60 |
Annualised | Fund | Benchmark |
1 year | 5.72 | 6.76 |
3 years | -0.99 | 0.01 |
5 years | 3.61 | 4.15 |
Since launch | 3.39 | - |
As at 31 Dec 2023
Cumulative | Fund | Benchmark |
3 years | -2.94 | 0.02 |
5 years | 19.44 | 22.60 |
Annualised | Fund | Benchmark |
1 year | 5.72 | 6.76 |
3 years | -0.99 | 0.01 |
5 years | 3.61 | 4.15 |
Since launch | 3.39 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 March | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 17.49 | -9.98 | 37.00 | 6.28 | 1.16 | -12.25 | 40.25 | -3.46 | -4.90 | 5.72 |
Benchmark | 16.05 | -8.82 | 35.89 | 8.38 | 1.28 | -13.60 | 41.87 | -2.41 | -4.00 | - |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 8.21 | -11.78 | 36.46 | 20.19 | -8.07 | 15.69 | 11.42 | 0.75 | -7.79 | 2.85 |
Benchmark | 7.92 | -9.79 | 34.72 | 21.07 | -8.23 | 15.62 | 11.94 | 2.45 | -6.75 | 3.81 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 5.72 | -0.99 | 3.61 | 3.39 |
Benchmark | 6.76 | 0.01 | 4.15 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 5.72 | -0.99 | 3.61 | 3.39 |
Benchmark | 6.76 | 0.01 | 4.15 | - |
Performance for the unit class in GBP, launched on 15 December 2016. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 15 March 2010. 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 19 October 2005. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 18 December 2006. Source: Lipper.
Past performance is not a guide to the future.