Performance
Source: Lipper
Performance summary (%)
As at 29 Feb 2024
Cumulative | Fund | Benchmark |
3 years | 6.41 | 18.73 |
5 years | 19.18 | 28.26 |
Annualised | Fund | Benchmark |
1 year | 5.33 | 8.52 |
3 years | 2.09 | 5.88 |
5 years | 3.57 | 5.10 |
Since launch | 4.07 | - |
As at 31 Dec 2023
Cumulative | Fund | Benchmark |
3 years | 5.67 | 17.74 |
5 years | 25.41 | 27.32 |
Annualised | Fund | Benchmark |
1 year | 7.52 | 8.27 |
3 years | 1.86 | 5.59 |
5 years | 4.63 | 4.95 |
Since launch | 4.25 | - |
Rolling 12-month performance to last quarter end (%)
12 months to 31 December | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | 12.71 | 9.16 | -3.31 | 13.04 | 4.98 | 6.39 | -7.62 | 7.52 |
Benchmark | - | - | 3.92 | 3.77 | 4.09 | 4.25 | 3.73 | 3.60 | 4.97 | 8.27 |
Calendar year performance (%)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | - | - | 12.71 | 9.16 | -3.31 | 13.04 | 4.98 | 6.39 | -7.62 | 7.52 |
Benchmark | - | - | 3.92 | 3.77 | 4.09 | 4.25 | 3.73 | 3.60 | 4.97 | 8.27 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 5.33 | 2.09 | 3.57 | 4.07 |
Benchmark | 8.52 | 5.88 | 5.10 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 7.52 | 1.86 | 4.63 | 4.25 |
Benchmark | 8.27 | 5.59 | 4.95 | - |
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.
Performance for the Primary unit class in GBP, launched on 01 September 2014. Source: Lipper.
Past performance is not a guide to the future.
Performance for the Charges included unit class in GBP, launched on 29 October 2015. Source: Lipper.
Past performance is not a guide to the future.