Performance
Source: Lipper
Performance summary (%)
As at 31 Dec 2025
| Cumulative | Fund | Benchmark |
| 3 years | 12.49 | 20.06 |
| 5 years | 24.68 | 47.69 |
| Annualised | Benchmark | |
| 1 year | 7.25 | 6.36 |
| 3 years | 4.00 | 6.28 |
| 5 years | 4.51 | 8.11 |
| Since launch | 4.74 | - |
As at 31 Dec 2025
| Cumulative | Fund | Benchmark |
| 3 years | 12.49 | 20.06 |
| 5 years | 24.68 | 47.69 |
| Annualised | Benchmark | |
| 1 year | 7.25 | 6.36 |
| 3 years | 4.00 | 6.28 |
| 5 years | 4.51 | 8.11 |
| Since launch | 4.74 | - |
Rolling 12-month performance to last quarter end (%)
| 12 months to 31 December | 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 | - | - |
Calendar year performance (%)
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|
| - | - | - | 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 | |
|---|---|---|---|---|
| 7.25 | 4.00 | 4.51 | 4.74 | |
| Benchmark | 6.36 | 6.28 | 8.11 | - |
Annualised performance (%)
| 1 year | 3 years | 5 years | Since launch | |
|---|---|---|---|---|
| 7.25 | 4.00 | 4.51 | 4.74 | |
| Benchmark | 6.36 | 6.28 | 8.11 | - |
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.


















