Performance
Source: Lipper
Performance summary (%)
As at 31 Mar 2026
| Cumulative | Fund | Benchmark |
| 3 years | 9.87 | 18.15 |
| 5 years | 19.83 | 47.02 |
| Annualised | Benchmark | |
| 1 year | 4.12 | 5.35 |
| 3 years | 3.18 | 5.71 |
| 5 years | 3.68 | 8.01 |
| Since launch | 4.06 | - |
As at 31 Mar 2026
| Cumulative | Fund | Benchmark |
| 3 years | 9.87 | 18.15 |
| 5 years | 19.83 | 47.02 |
| Annualised | Benchmark | |
| 1 year | 4.12 | 5.35 |
| 3 years | 3.18 | 5.71 |
| 5 years | 3.68 | 8.01 |
| Since launch | 4.06 | - |
Rolling 12-month performance to last quarter end (%)
| 12 months to 31 March | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | - | - | - | -8.64 | 19.69 | 14.75 | -4.95 | 0.35 | 5.15 | 4.12 |
| Benchmark | - | - | - | 4.50 | 3.74 | 10.07 | 13.05 | - | - | - |
Calendar year performance (%)
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|
| - | - | - | 9.19 | 3.73 | 14.41 | -2.94 | 2.02 | 3.01 | 7.36 | |
| Benchmark | - | - | - | 4.27 | 3.65 | 8.36 | 13.53 | 6.31 | - | - |
Annualised performance (%)
| 1 year | 3 years | 5 years | Since launch | |
|---|---|---|---|---|
| 4.12 | 3.18 | 3.68 | 4.06 | |
| Benchmark | 5.35 | 5.71 | 8.01 | - |
Annualised performance (%)
| 1 year | 3 years | 5 years | Since launch | |
|---|---|---|---|---|
| 4.12 | 3.18 | 3.68 | 4.06 | |
| Benchmark | 5.35 | 5.71 | 8.01 | - |
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.


















