Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund |
3 years | -22.24 |
5 years | -13.93 |
Annualised | Fund |
1 year | 2.58 |
3 years | -8.03 |
5 years | -2.95 |
Since launch | 0.21 |
As at 31 Dec 2023
Cumulative | Fund |
3 years | -23.83 |
5 years | -8.35 |
Annualised | Fund |
1 year | 7.21 |
3 years | -8.67 |
5 years | -1.73 |
Since launch | 0.76 |
Rolling 12-month performance to last quarter end (%)
12 months to 31 December | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | 16.71 | 3.47 | -1.52 | 9.55 | 9.83 | -1.07 | -28.18 | 7.21 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | 16.71 | 3.47 | -1.52 | 9.55 | 9.83 | -1.07 | -28.18 | 7.21 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 2.58 | -8.03 | -2.95 | 0.21 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 7.21 | -8.67 | -1.73 | 0.76 |
Performance for the Primary unit class in GBP, launched on 23 April 2014. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 23 May 2014. Source: Lipper.
Past performance is not a guide to the future.
Performance for the unit class in GBP, launched on 02 February 2015. 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.