Performance
Source: Lipper
Performance summary (%)
As at 31 Mar 2025
Cumulative | Fund |
3 years | 14.77 |
5 years | 52.57 |
Annualised | Fund |
1 year | 4.23 |
3 years | 4.69 |
5 years | 8.81 |
Since launch | - |
As at 31 Dec 2024
Cumulative | Fund |
3 years | 13.05 |
5 years | 33.86 |
Annualised | Fund |
1 year | 8.94 |
3 years | 4.17 |
5 years | 6.00 |
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 | -2.76 | 22.90 | -0.03 | 6.76 | -4.58 | 21.87 | 9.08 | -1.27 | 11.52 | 4.23 |
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 | 4.23 | 4.69 | 8.81 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 8.94 | 4.17 | 6.00 | - |
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.