Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund |
3 years | 12.90 |
5 years | 14.98 |
Annualised | Fund |
1 year | 7.57 |
3 years | 4.12 |
5 years | 2.83 |
Since launch | 3.44 |
As at 31 Dec 2023
Cumulative | Fund |
3 years | 14.06 |
5 years | 15.40 |
Annualised | Fund |
1 year | -1.71 |
3 years | 4.48 |
5 years | 2.90 |
Since launch | 3.50 |
Rolling 12-month performance to last quarter end (%)
12 months to 31 December | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | - | 8.42 | -3.04 | 8.88 | -7.07 | 26.85 | -8.52 | -1.71 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | - | 8.42 | -3.04 | 8.88 | -7.07 | 26.85 | -8.52 | -1.71 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 7.57 | 4.12 | 2.83 | 3.44 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | -1.71 | 4.48 | 2.90 | 3.50 |
Performance for the unit class in GBP, launched on 10 May 2016. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 14 October 2015. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Primary unit class in GBP, launched on 07 June 1971. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 31 January 2007. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included 2011 unit class in GBP, launched on 17 March 2011. Source: Lipper.
Past performance is not a guide to the future.