Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | Benchmark |
3 years | -3.54 | 0.02 |
5 years | 18.01 | 22.60 |
Annualised | Fund | Benchmark |
1 year | 5.61 | 6.76 |
3 years | -1.19 | 0.01 |
5 years | 3.36 | 4.15 |
Since launch | - | - |
As at 31 Dec 2023
Cumulative | Fund | Benchmark |
3 years | -3.54 | 0.02 |
5 years | 18.01 | 22.60 |
Annualised | Fund | Benchmark |
1 year | 5.61 | 6.76 |
3 years | -1.19 | 0.01 |
5 years | 3.36 | 4.15 |
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 | 17.37 | -10.07 | 36.83 | 5.97 | 0.85 | -12.52 | 39.84 | -3.75 | -5.11 | 5.61 |
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 | 8.09 | -11.86 | 36.33 | 19.84 | -8.84 | 15.97 | 11.09 | 0.45 | -8.03 | 2.75 |
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 | 5.61 | -1.19 | 3.36 | - |
Benchmark | 6.76 | 0.01 | 4.15 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 5.61 | -1.19 | 3.36 | - |
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.