Performance
Source: Lipper
Performance summary (%)
As at 30 Apr 2022
Cumulative | Fund | Benchmark |
1 month | -2.23 | -3.42 |
6 months | -5.10 | -3.30 |
Year to date | -5.95 | -5.85 |
3 years | - | - |
5 years | - | - |
Since launch | -1.82 | 13.23 |
Annualised | Fund | Benchmark |
1 year | -3.12 | 4.33 |
3 years | - | - |
5 years | - | - |
Since launch | -1.30 | 9.28 |
As at 31 Mar 2022
Cumulative | Fund | Benchmark |
Quarterly | -3.81 | -2.52 |
Year to date | -3.81 | -2.52 |
3 years | - | - |
5 years | - | - |
Since launch | 0.42 | 17.24 |
Annualised | Fund | Benchmark |
1 year | 0.58 | 12.28 |
3 years | - | - |
5 years | - | - |
Since launch | 0.32 | 12.80 |
Rolling 12-month performance to last quarter end (%)
12 months to 31 March | 2018 | 2019 | 2020 | 2021 | 2022 |
---|---|---|---|---|---|
Fund | - | - | - | - | 0.58 |
Benchmark | - | - | - | - | 12.28 |
Calendar year performance (%)
2017 | 2018 | 2019 | 2020 | 2021 | |
---|---|---|---|---|---|
Fund | - | - | - | - | 3.55 |
Benchmark | - | - | - | - | 19.49 |
Monthly performance (%)
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | -3.12 | - | - | -1.30 |
Benchmark | 4.33 | - | - | 9.28 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 0.58 | - | - | 0.32 |
Benchmark | 12.28 | - | - | 12.80 |
Performance for the C GBP Acc unit class in GBP, launched on 04 December 2020. Source: Lipper. Performance assumes all fund charges have been taken and that all income generated by the investments, after deduction of tax, remains in the fund.
Past performance is not a guide to the future.
Performance for the C GBP Inc unit class in GBP, launched on 04 December 2020. Source: Lipper. Performance assumes all fund charges have been taken and that all income generated by the investments, after deduction of tax, remains in the fund.
Past performance is not a guide to the future.
Performance for the I GBP Acc unit class in GBP, launched on 04 December 2020. Source: Lipper. Performance assumes all fund charges have been taken and that all income generated by the investments, after deduction of tax, remains in the fund.
Past performance is not a guide to the future.
Performance for the I GBP Inc unit class in GBP, launched on 04 December 2020. Source: Lipper. Performance assumes all fund charges have been taken and that all income generated by the investments, after deduction of tax, remains in the fund.
Past performance is not a guide to the future.
Performance for the R GBP Acc unit class in GBP, launched on 04 December 2020. Source: Lipper. Performance assumes all fund charges have been taken and that all income generated by the investments, after deduction of tax, remains in the fund.
Past performance is not a guide to the future.
Performance for the R GBP Inc unit class in GBP, launched on 04 December 2020. Source: Lipper. Performance assumes all fund charges have been taken and that all income generated by the investments, after deduction of tax, remains in the fund.
Past performance is not a guide to the future.