Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | Benchmark |
3 years | 11.98 | 15.94 |
5 years | 47.17 | 52.27 |
Annualised | Benchmark | |
1 year | 3.85 | 7.48 |
3 years | 3.84 | 5.05 |
5 years | 8.03 | 8.76 |
Since launch | - | - |
As at 31 Dec 2023
Cumulative | Fund | Benchmark |
3 years | 16.12 | 17.87 |
5 years | 64.26 | 63.75 |
Annualised | Benchmark | |
1 year | 10.42 | 11.77 |
3 years | 5.11 | 5.63 |
5 years | 10.43 | 10.36 |
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 | - | - | - | 11.05 | -8.94 | 22.89 | 15.10 | 16.49 | -9.72 | 10.42 |
Benchmark | - | - | - | 11.98 | -8.31 | 21.11 | 14.71 | 16.50 | -9.48 | 11.77 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
- | - | - | 11.05 | -8.94 | 22.89 | 15.10 | 16.49 | -9.72 | 10.42 | |
Benchmark | - | - | - | 11.98 | -8.31 | 21.11 | 14.71 | 16.50 | -9.48 | 11.77 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
3.85 | 3.84 | 8.03 | - | |
Benchmark | 7.48 | 5.05 | 8.76 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
10.42 | 5.11 | 10.43 | - | |
Benchmark | 11.77 | 5.63 | 10.36 | - |
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.