Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | Benchmark |
3 years | -28.95 | -27.28 |
5 years | -22.87 | -20.76 |
Annualised | Fund | Benchmark |
1 year | -3.14 | -1.50 |
3 years | -10.76 | -10.07 |
5 years | -5.06 | -4.54 |
Since launch | - | - |
As at 31 Dec 2023
Cumulative | Fund | Benchmark |
3 years | -30.17 | -30.19 |
5 years | -18.77 | -17.53 |
Annualised | Fund | Benchmark |
1 year | 2.09 | 0.93 |
3 years | -11.28 | -11.29 |
5 years | -4.07 | -3.78 |
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 | 17.87 | -1.29 | 25.03 | 2.05 | 0.55 | 4.94 | 10.84 | 4.37 | -34.46 | 2.09 |
Benchmark | 18.96 | -0.97 | 24.33 | 2.34 | -0.28 | 6.42 | 11.01 | 4.16 | -33.60 | 0.93 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 17.87 | -1.29 | 25.03 | 2.05 | 0.55 | 4.94 | 10.84 | 4.37 | -34.46 | 2.09 |
Benchmark | 18.96 | -0.97 | 24.33 | 2.34 | -0.28 | 6.42 | 11.01 | 4.16 | -33.60 | 0.93 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | -3.14 | -10.76 | -5.06 | - |
Benchmark | -1.50 | -10.07 | -4.54 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 2.09 | -11.28 | -4.07 | - |
Benchmark | 0.93 | -11.29 | -3.78 | - |
Performance for the Primary unit class in GBP, launched on 02 March 1992. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 17 June 2003. 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.