Performance
Source: Lipper
Performance summary (%)
As at 31 Mar 2026
| Cumulative | Fund |
| 3 years | 32.73 |
| 5 years | 42.96 |
| Annualised | Fund |
| 1 year | 14.19 |
| 3 years | 9.89 |
| 5 years | 7.40 |
| Since launch | - |
As at 31 Mar 2026
| Cumulative | Fund |
| 3 years | 32.73 |
| 5 years | 42.96 |
| Annualised | Fund |
| 1 year | 14.19 |
| 3 years | 9.89 |
| 5 years | 7.40 |
| Since launch | - |
Rolling 12-month performance to last quarter end (%)
| 12 months to 31 March | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 22.90 | -0.03 | 6.76 | -4.58 | 21.87 | 9.08 | -1.27 | 11.52 | 4.23 | 14.19 |
Calendar year performance (%)
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 19.90 | 9.46 | -4.74 | 15.78 | 4.88 | 12.89 | -5.56 | 9.88 | 8.94 | 15.20 |
Annualised performance (%)
| 1 year | 3 years | 5 years | Since launch | |
|---|---|---|---|---|
| Fund | 14.19 | 9.89 | 7.40 | - |
Annualised performance (%)
| 1 year | 3 years | 5 years | Since launch | |
|---|---|---|---|---|
| Fund | 14.19 | 9.89 | 7.40 | - |
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.


















