Performance
Source: Lipper
Performance (%)
Performance summary (%)
As at 30 Apr 2026
| Cumulative | Fund | Benchmark |
| 3 years | 29.81 | 20.80 |
| 5 years | 26.80 | 53.86 |
| Annualised | Fund | Benchmark |
| 1 year | 15.58 | 5.66 |
| 3 years | 9.08 | 6.49 |
| 5 years | 4.86 | 8.99 |
| Since launch | 4.78 | - |
As at 31 Mar 2026
| Cumulative | Fund | Benchmark |
| 3 years | 24.31 | 21.42 |
| 5 years | 23.01 | 53.82 |
| Annualised | Fund | Benchmark |
| 1 year | 11.03 | 6.25 |
| 3 years | 7.51 | 6.68 |
| 5 years | 4.23 | 8.99 |
| Since launch | 4.34 | - |
Rolling 12-month performance to last quarter end (%)
| 12 months to 31 March | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | - | 2.61 | 1.71 | -5.61 | 19.95 | 3.19 | -4.11 | 9.36 | 2.38 | 11.03 |
| Benchmark | - | 6.45 | 5.90 | 5.50 | 4.74 | 11.08 | 14.05 | 7.20 | 6.60 | 7.31 |
Calendar year performance (%)
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | - | 7.14 | -5.42 | 10.55 | 7.58 | 4.57 | -7.57 | 8.94 | 7.55 | 11.85 |
| Benchmark | - | 6.97 | 6.10 | 5.27 | 4.65 | 9.36 | 14.53 | 8.00 | 6.50 | 7.36 |
Annualised performance (%)
| 1 year | 3 years | 5 years | Since launch | |
|---|---|---|---|---|
| Fund | 15.58 | 9.08 | 4.86 | 4.78 |
| Benchmark | 5.66 | 6.49 | 8.99 | - |
Annualised performance (%)
| 1 year | 3 years | 5 years | Since launch | |
|---|---|---|---|---|
| Fund | 11.03 | 7.51 | 4.23 | 4.34 |
| Benchmark | 6.25 | 6.68 | 8.99 | - |
Performance for the unit class in GBP, launched on 02 August 2016. Source: Lipper.
Performance for the unit class in GBP, launched on 20 November 2018. Source: Lipper.
Performance for the unit class in GBP, launched on 26 October 2018. Source: Lipper.
