Performance
Source: LGIM
Performance summary (%)
As at 31 Mar 2022
Cumulative | Fund | Benchmark |
Quarterly | -2.00 | -2.12 |
6 months | 4.43 | 4.23 |
Year to date | -2.00 | -2.12 |
Annualised | Fund | Benchmark |
1 year | 13.35 | 12.92 |
3 years | 12.13 | 11.60 |
5 years | - | - |
Since launch | 11.72 | 11.19 |
Rolling 12-month performance to last quarter end (%)
12 months to 31 March | 2018 | 2019 | 2020 | 2021 | 2022 |
---|---|---|---|---|---|
Fund | - | - | -8.72 | 36.28 | 13.35 |
Benchmark | - | - | -9.27 | 35.67 | 12.92 |
Calendar year performance (%)
2017 | 2018 | 2019 | 2020 | 2021 | |
---|---|---|---|---|---|
Fund | - | - | 19.52 | 7.58 | 21.50 |
Benchmark | - | - | 18.92 | 6.98 | 21.04 |
Monthly performance (%)
Annualised performance (%)
Annualised | 1 year | 3 years | 5 years | Since launch |
---|---|---|---|---|
Fund | 13.35 | 12.13 | - | 11.72 |
Benchmark | 12.92 | 11.60 | - | 11.19 |
Performance is reported in GBP based on weekly mid-market prices before the deduction of fees. Withholding tax rates applied to the index by the index provider are generally higher than those the fund..
Performance is reported in GBP based on weekly mid-market prices before the deduction of fees. Withholding tax rates applied to the index by the index provider are generally higher than those the fund..
Past performance is not a guide to future performance and the value of investments can go down as well as up.