Performance
Source: Lipper
Performance (%)
Performance summary (%)
As at 31 May 2025
| Cumulative | Fund | Benchmark |
| 3 years | 3.20 | 2.81 |
| 5 years | -3.52 | -5.27 |
| Annualised | Benchmark | |
| 1 year | 5.23 | 4.56 |
| 3 years | 1.06 | 0.93 |
| 5 years | -0.71 | -1.08 |
| Since launch | 1.31 | - |
As at 31 Dec 2024
| Cumulative | Fund | Benchmark |
| 3 years | -2.03 | -2.44 |
| 5 years | 2.89 | -1.06 |
| Annualised | Benchmark | |
| 1 year | 2.22 | 2.37 |
| 3 years | -0.68 | -0.82 |
| 5 years | 0.57 | -0.21 |
| Since launch | 1.13 | - |
Rolling 12-month performance to last quarter end (%)
| 12 months to 31 March | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | - | - | - | - | 1.21 | 10.24 | -4.73 | -10.38 | 6.94 | 2.22 |
| Benchmark | - | - | - | - | 1.46 | 6.98 | -5.20 | -10.20 | 6.11 | 2.38 |
Calendar year performance (%)
| 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|
| - | - | - | - | 10.02 | 10.11 | -3.52 | -16.52 | 8.77 | 1.38 | |
| Benchmark | - | - | - | - | 9.27 | 7.80 | -3.09 | -17.73 | 8.58 | 1.73 |
Annualised performance (%)
| 1 year | 3 years | 5 years | Since launch | |
|---|---|---|---|---|
| 5.23 | 1.06 | -0.71 | 1.31 | |
| Benchmark | 4.56 | 0.93 | -1.08 | - |
Annualised performance (%)
| 1 year | 3 years | 5 years | Since launch | |
|---|---|---|---|---|
| 2.22 | -0.68 | 0.57 | 1.13 | |
| Benchmark | 2.37 | -0.82 | -0.21 | - |
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.
