Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | ABI Sector |
3 years | -36.46 | -34.82 |
5 years | -29.33 | -27.01 |
Annualised | Fund | ABI Sector |
1 year | 0.91 | -0.67 |
3 years | -14.02 | -13.29 |
5 years | -6.70 | -6.10 |
Since launch | - | - |
As at 31 Dec 2023
Cumulative | Fund | ABI Sector |
3 years | -38.87 | -37.74 |
5 years | -22.63 | -20.99 |
Annualised | Fund | ABI Sector |
1 year | 6.90 | 4.76 |
3 years | -15.13 | -14.61 |
5 years | -5.00 | -4.60 |
Since launch | - | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 December | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 22.88 | 0.58 | 17.03 | 4.26 | -1.00 | 11.61 | 13.40 | -6.45 | -38.88 | 6.90 |
ABI Sector | 21.46 | -0.38 | 17.30 | 3.88 | -1.58 | 12.48 | 12.82 | -6.31 | -36.56 | 4.76 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 22.88 | 0.58 | 17.03 | 4.26 | -1.00 | 11.61 | 13.40 | -6.45 | -38.88 | 6.90 |
ABI Sector | 21.46 | -0.38 | 17.30 | 3.88 | -1.58 | 12.48 | 12.82 | -6.31 | -36.56 | 4.76 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 0.91 | -14.02 | -6.70 | - |
ABI Sector | -0.67 | -13.29 | -6.10 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 6.90 | -15.13 | -5.00 | - |
ABI Sector | 4.76 | -14.61 | -4.60 | - |
Performance for the Primary unit class in GBP, launched on 17 November 1999. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 11 June 2001. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 14 May 2004. 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 14 May 2004. 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.