Performance
Source: Lipper
Performance (%)
Performance summary (%)
As at 31 Mar 2026
| Cumulative | Fund | Benchmark |
| 3 years | 13.12 | 13.45 |
| 5 years | -3.42 | -3.42 |
| Annualised | Benchmark | |
| 1 year | 3.48 | 4.43 |
| 3 years | 4.19 | 4.29 |
| 5 years | -0.69 | -0.69 |
| Since launch | 1.44 | - |
As at 31 Mar 2026
| Cumulative | Fund | Benchmark |
| 3 years | 13.12 | 13.45 |
| 5 years | -3.42 | -3.42 |
| Annualised | Benchmark | |
| 1 year | 3.48 | 4.43 |
| 3 years | 4.19 | 4.29 |
| 5 years | -0.69 | -0.69 |
| Since launch | 1.44 | - |
Rolling 12-month performance to last quarter end (%)
| 12 months to 31 March | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | - | - | - | 1.21 | 10.24 | -4.73 | -10.38 | 6.94 | 2.22 | 3.48 |
| Benchmark | - | - | - | 1.46 | 6.98 | -5.20 | -10.20 | 6.11 | 2.38 | 4.43 |
Calendar year performance (%)
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|
| - | - | - | 10.02 | 10.11 | -3.52 | -16.52 | 8.77 | 1.38 | 6.59 | |
| Benchmark | - | - | - | 9.27 | 7.80 | -3.09 | -17.73 | 8.58 | 1.73 | 6.90 |
Annualised performance (%)
| 1 year | 3 years | 5 years | Since launch | |
|---|---|---|---|---|
| 3.48 | 4.19 | -0.69 | 1.44 | |
| Benchmark | 4.43 | 4.29 | -0.69 | - |
Annualised performance (%)
| 1 year | 3 years | 5 years | Since launch | |
|---|---|---|---|---|
| 3.48 | 4.19 | -0.69 | 1.44 | |
| Benchmark | 4.43 | 4.29 | -0.69 | - |
Performance for the unit class in GBP, launched on 22 October 2018. Source: Lipper.
Performance for the unit class in GBP, launched on 22 October 2018. Source: Lipper.
