Performance
Source: Lipper
Performance summary (%)
As at 31 Dec 2025
| Cumulative | Fund |
| 3 years | 37.49 |
| 5 years | 46.29 |
| Annualised | Fund |
| 1 year | 15.08 |
| 3 years | 11.18 |
| 5 years | 7.90 |
| Since launch | - |
As at 31 Dec 2025
| Cumulative | Fund |
| 3 years | 37.49 |
| 5 years | 46.29 |
| Annualised | Fund |
| 1 year | 15.08 |
| 3 years | 11.18 |
| 5 years | 7.90 |
| Since launch | - |
Rolling 12-month performance to last quarter end (%)
| 12 months to 31 December | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 19.77 | 9.38 | -5.04 | 15.70 | 4.78 | 12.78 | -5.65 | 9.77 | 8.83 | 15.08 |
Calendar year performance (%)
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 19.77 | 9.38 | -5.04 | 15.70 | 4.78 | 12.78 | -5.65 | 9.77 | 8.83 | 15.08 |
Annualised performance (%)
| 1 year | 3 years | 5 years | Since launch | |
|---|---|---|---|---|
| Fund | 15.08 | 11.18 | 7.90 | - |
Annualised performance (%)
| 1 year | 3 years | 5 years | Since launch | |
|---|---|---|---|---|
| Fund | 15.08 | 11.18 | 7.90 | - |
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.


















