Performance
Source: Lipper
Performance summary (%)
As at 31 Mar 2025
Cumulative | Fund |
3 years | 14.42 |
5 years | 51.81 |
Annualised | Fund |
1 year | 4.13 |
3 years | 4.59 |
5 years | 8.70 |
Since launch | - |
As at 31 Dec 2024
Cumulative | Fund |
3 years | 12.71 |
5 years | 33.19 |
Annualised | Fund |
1 year | 8.83 |
3 years | 4.07 |
5 years | 5.89 |
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 | -2.86 | 22.77 | -0.12 | 6.46 | -4.68 | 21.75 | 8.97 | -1.36 | 11.41 | 4.13 |
Calendar year performance (%)
2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 2.38 | 19.77 | 9.38 | -5.04 | 15.70 | 4.78 | 12.78 | -5.65 | 9.77 | 8.83 |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 4.13 | 4.59 | 8.70 | - |
Annualised performance (%)
1 year | 3 years | 5 years | Since launch | |
---|---|---|---|---|
Fund | 8.83 | 4.07 | 5.89 | - |
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.