Performance
Source: Lipper
Performance summary (%)
As at 30 Sep 2025
| Cumulative | Fund |
| 3 years | 36.52 |
| 5 years | 49.99 |
| Annualised | Fund |
| 1 year | 12.41 |
| 3 years | 10.92 |
| 5 years | 8.44 |
| Since launch | - |
As at 30 Sep 2025
| Cumulative | Fund |
| 3 years | 36.52 |
| 5 years | 49.99 |
| Annualised | Fund |
| 1 year | 12.41 |
| 3 years | 10.92 |
| 5 years | 8.44 |
| Since launch | - |
Rolling 12-month performance to last quarter end (%)
| 12 months to 30 September | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 24.22 | 8.61 | 7.63 | 6.54 | -1.13 | 16.16 | -5.42 | 7.90 | 12.55 | - |
Calendar year performance (%)
| 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 2.48 | 19.90 | 9.46 | -4.74 | 15.78 | 4.88 | 12.89 | -5.56 | 9.88 | 8.94 |
Annualised performance (%)
| 1 year | 3 years | 5 years | Since launch | |
|---|---|---|---|---|
| Fund | 12.41 | 10.92 | 8.44 | - |
Annualised performance (%)
| 1 year | 3 years | 5 years | Since launch | |
|---|---|---|---|---|
| Fund | 12.41 | 10.92 | 8.44 | - |
Performance for the unit class in GBP, launched on 14 May 2004. 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 14 May 2004. 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 unit class in GBP, launched on 26 October 2018. Source: Lipper.
Past performance is not a guide to the future.


















