Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund |
3 years | 11.65 |
5 years | 46.44 |
Annualised | |
1 year | 3.75 |
3 years | 3.74 |
5 years | 7.92 |
Since launch | 8.33 |
As at 31 Dec 2023
Cumulative | Fund |
3 years | 15.78 |
5 years | 63.45 |
Annualised | |
1 year | 10.31 |
3 years | 5.00 |
5 years | 10.32 |
Since launch | 8.60 |
Rolling 12-month performance to last quarter end (%)
12 months to 31 December | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | - | - | - | 22.78 | 14.98 | 16.37 | -9.81 | 10.31 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
- | - | - | - | - | 22.78 | 14.98 | 16.37 | -9.81 | 10.31 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
3.75 | 3.74 | 7.92 | 8.33 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
10.31 | 5.00 | 10.32 | 8.60 |
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 17 November 2020. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 30 March 2021. 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 19 November 2018. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Primary unit class in GBP, launched on 23 January 2015. Source: Lipper.
Past performance is not a guide to the future.