Performance
Source: Lipper
Performance summary (%)
As at 31 Mar 2025
| Cumulative | Fund | Benchmark |
| 3 years | 12.23 | 24.61 |
| 5 years | 53.44 | 86.75 |
| Annualised | Benchmark | |
| 1 year | 3.49 | 2.55 |
| 3 years | 3.92 | 7.60 |
| 5 years | 8.94 | 13.30 |
| Since launch | - | - |
As at 31 Dec 2024
| Cumulative | Fund | Benchmark |
| 3 years | 4.06 | 20.55 |
| 5 years | 27.17 | 58.55 |
| Annualised | Benchmark | |
| 1 year | 8.60 | 11.72 |
| 3 years | 1.33 | 6.42 |
| 5 years | 4.92 | 9.65 |
| Since launch | - | - |
Rolling 12-month performance to last quarter end (%)
| 12 months to 31 March | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | -7.18 | 25.71 | 2.48 | 8.27 | -5.25 | 32.76 | 2.98 | -0.16 | 8.61 | 3.49 |
| Benchmark | -1.37 | 32.65 | 3.66 | 7.35 | -5.29 | 37.64 | 8.89 | 2.18 | - | - |
Calendar year performance (%)
| 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|
| -4.67 | 22.31 | 14.31 | -6.87 | 28.54 | 7.57 | 13.60 | -12.91 | 10.02 | 8.60 | |
| Benchmark | 7.19 | 26.40 | 15.05 | -5.26 | 21.44 | 12.86 | 16.53 | -6.62 | 15.56 | 11.72 |
Annualised performance (%)
| 1 year | 3 years | 5 years | Since launch | |
|---|---|---|---|---|
| 3.49 | 3.92 | 8.94 | - | |
| Benchmark | 2.55 | 7.60 | 13.30 | - |
Annualised performance (%)
| 1 year | 3 years | 5 years | Since launch | |
|---|---|---|---|---|
| 8.60 | 1.33 | 4.92 | - | |
| Benchmark | 11.72 | 6.42 | 9.65 | - |
Performance for the unit class in GBP, launched on 06 April 2001. 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 future returns. The value of your investment and any income taken from it is not guaranteed and may go up and down.
Performance for the unit class in GBP, launched on 28 November 2018. 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 future returns. The value of your investment and any income taken from it is not guaranteed and may go up and down.
