Performance
Source: Lipper
Performance summary (%)
As at 30 Apr 2026
| Cumulative | Fund | Benchmark |
| 3 years | 10.60 | 18.70 |
| 5 years | 20.51 | 48.50 |
| Annualised | Fund | Benchmark |
| 1 year | 6.72 | 4.76 |
| 3 years | 3.41 | 5.53 |
| 5 years | 3.80 | 8.01 |
| Since launch | 4.44 | - |
As at 31 Mar 2026
| Cumulative | Fund | Benchmark |
| 3 years | 9.54 | 18.15 |
| 5 years | 19.24 | 47.02 |
| Annualised | Fund | Benchmark |
| 1 year | 4.02 | 5.35 |
| 3 years | 3.08 | 5.71 |
| 5 years | 3.58 | 8.01 |
| Since launch | 3.95 | - |
Rolling 12-month performance to last quarter end (%)
| 12 months to 31 March | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | - | - | - | -8.74 | 19.57 | 14.64 | -5.04 | 0.25 | 5.05 | 4.02 |
| Benchmark | - | - | - | 4.50 | 3.74 | 10.07 | 13.05 | - | - | - |
Calendar year performance (%)
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | - | - | - | 9.08 | 3.63 | 14.30 | -3.03 | 1.92 | 2.91 | 7.25 |
| Benchmark | - | - | - | 4.27 | 3.65 | 8.36 | 13.53 | 6.31 | - | - |
Annualised performance (%)
| 1 year | 3 years | 5 years | Since launch | |
|---|---|---|---|---|
| Fund | 6.72 | 3.41 | 3.80 | 4.44 |
| Benchmark | 4.76 | 5.53 | 8.01 | - |
Annualised performance (%)
| 1 year | 3 years | 5 years | Since launch | |
|---|---|---|---|---|
| Fund | 4.02 | 3.08 | 3.58 | 3.95 |
| Benchmark | 5.35 | 5.71 | 8.01 | - |
Performance for the unit class in GBP, launched on 26 November 2018. Source: Lipper.
Performance for the unit class in GBP, launched on 26 November 2018. Source: Lipper.


















