Performance
Source: Lipper
Performance (%)
Performance summary (%)
As at 31 Mar 2026
| Cumulative | Fund | Benchmark |
| 3 years | 12.78 | 13.45 |
| 5 years | -3.90 | -3.42 |
| Annualised | Benchmark | |
| 1 year | 3.38 | 4.43 |
| 3 years | 4.09 | 4.29 |
| 5 years | -0.79 | -0.69 |
| Since launch | 1.34 | - |
As at 31 Mar 2026
| Cumulative | Fund | Benchmark |
| 3 years | 12.78 | 13.45 |
| 5 years | -3.90 | -3.42 |
| Annualised | Benchmark | |
| 1 year | 3.38 | 4.43 |
| 3 years | 4.09 | 4.29 |
| 5 years | -0.79 | -0.69 |
| Since launch | 1.34 | - |
Rolling 12-month performance to last quarter end (%)
| 12 months to 31 March | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | - | - | - | 1.12 | 10.13 | -4.83 | -10.47 | 6.83 | 2.12 | 3.38 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| - | - | - | 9.91 | 10.00 | -3.62 | -16.60 | 8.67 | 1.28 | 6.49 | |
| 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 | |
|---|---|---|---|---|
| 3.38 | 4.09 | -0.79 | 1.34 | |
| Benchmark | 4.43 | 4.29 | -0.69 | - |
Annualised performance (%)
| 1 year | 3 years | 5 years | Since launch | |
|---|---|---|---|---|
| 3.38 | 4.09 | -0.79 | 1.34 | |
| 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.
