Performance
Source: Lipper
Performance summary (%)
As at 31 Mar 2025
Cumulative | Fund | Benchmark | Relative |
3 years | 28.86 | 32.82 | -3.96 |
5 years | 111.90 | 121.19 | -9.29 |
Annualised | Fund | Benchmark | Relative |
1 year | 3.57 | 4.07 | -0.50 |
3 years | 8.81 | 9.91 | -1.10 |
5 years | 16.20 | 17.20 | -1.00 |
Rolling 12-month performance to last quarter end (%)
12 months to 31 March | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 1.20 | 29.89 | -0.16 | 19.15 | 8.19 | 35.42 | 21.43 | -5.85 | 32.15 | 3.57 |
Benchmark | 3.85 | 30.59 | 3.03 | 19.28 | 7.06 | 38.17 | 20.53 | -2.46 | - | - |
Relative | -2.65 | -0.70 | -3.19 | -0.13 | +1.13 | -2.75 | +0.90 | -3.39 | - | - |
Performance for the unit class in GBP, launched on 23 September 2011. Source: Lipper.
Past performance is not a guide to future returns. The value of your investment and any income taken from it is not guaranteed and may go up and down.