Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund |
3 years | -29.53 |
5 years | -21.67 |
Annualised | Fund |
1 year | 0.14 |
3 years | -11.00 |
5 years | -4.76 |
Since launch | 1.54 |
As at 31 Dec 2023
Cumulative | Fund |
3 years | -31.49 |
5 years | -16.42 |
Annualised | Fund |
1 year | 4.84 |
3 years | -11.84 |
5 years | -3.52 |
Since launch | 2.03 |
Rolling 12-month performance to last quarter end (%)
12 months to 31 December | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 18.70 | -1.26 | 21.19 | 3.47 | -1.25 | 9.58 | 11.33 | -0.09 | -34.60 | 4.84 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 18.70 | -1.26 | 21.19 | 3.47 | -1.25 | 9.58 | 11.33 | -0.09 | -34.60 | 4.84 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 0.14 | -11.00 | -4.76 | 1.54 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 4.84 | -11.84 | -3.52 | 2.03 |
Performance for the Primary unit class in GBP, launched on 17 March 2004. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 23 September 2015. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 18 October 2012. 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 18 October 2012. 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.