Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | Benchmark |
3 years | -10.63 | -11.24 |
5 years | 3.10 | -1.19 |
Annualised | Benchmark | |
1 year | 5.69 | 5.54 |
3 years | -3.67 | -3.89 |
5 years | 0.61 | -0.24 |
Since launch | 0.57 | - |
As at 31 Dec 2023
Cumulative | Fund | Benchmark |
3 years | -12.39 | -13.43 |
5 years | 6.13 | 1.98 |
Annualised | Benchmark | |
1 year | 8.77 | 8.58 |
3 years | -4.32 | -4.69 |
5 years | 1.20 | 0.39 |
Since launch | 0.93 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 December | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | - | - | - | 10.02 | 10.11 | -3.52 | -16.52 | 8.77 |
Benchmark | - | - | - | - | - | 9.27 | 7.80 | -3.09 | -17.73 | 8.58 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
- | - | - | - | - | 10.02 | 10.11 | -3.52 | -16.52 | 8.77 | |
Benchmark | - | - | - | - | - | 9.27 | 7.80 | -3.09 | -17.73 | 8.58 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
5.69 | -3.67 | 0.61 | 0.57 | |
Benchmark | 5.54 | -3.89 | -0.24 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
8.77 | -4.32 | 1.20 | 0.93 | |
Benchmark | 8.58 | -4.69 | 0.39 | - |
Performance for the unit class in GBP, launched on 22 October 2018. Source: Lipper.
Performance for the unit class in GBP, launched on 22 October 2018. Source: Lipper.