Performance
Source: Lipper
Performance (%)
Performance summary (%)
As at 31 Mar 2025
| Cumulative | Fund | Benchmark |
| 3 years | 7.36 | 29.46 |
| 5 years | 32.89 | 50.61 |
| Annualised | Benchmark | |
| 1 year | 2.38 | 6.79 |
| 3 years | 2.39 | 8.98 |
| 5 years | 5.85 | 8.53 |
| Since launch | 3.60 | - |
As at 31 Dec 2024
| Cumulative | Fund | Benchmark |
| 3 years | 8.29 | 30.93 |
| 5 years | 21.83 | 49.83 |
| Annualised | Benchmark | |
| 1 year | 7.55 | 5.86 |
| 3 years | 2.69 | 9.39 |
| 5 years | 4.02 | 8.41 |
| Since launch | 3.93 | - |
Rolling 12-month performance to last quarter end (%)
| 12 months to 31 March | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | - | - | 2.61 | 1.71 | -5.61 | 19.95 | 3.19 | -4.11 | 9.36 | 2.38 |
| Benchmark | - | - | 6.45 | 5.90 | 5.50 | 4.74 | 11.08 | 14.05 | - | - |
Calendar year performance (%)
| 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|
| - | - | 7.14 | -5.42 | 10.55 | 7.58 | 4.57 | -7.57 | 8.94 | 7.55 | |
| Benchmark | - | - | 6.97 | 6.10 | 5.27 | 4.65 | 9.36 | 14.53 | 8.00 | 6.50 |
Annualised performance (%)
| 1 year | 3 years | 5 years | Since launch | |
|---|---|---|---|---|
| 2.38 | 2.39 | 5.85 | 3.60 | |
| Benchmark | 6.79 | 8.98 | 8.53 | - |
Annualised performance (%)
| 1 year | 3 years | 5 years | Since launch | |
|---|---|---|---|---|
| 7.55 | 2.69 | 4.02 | 3.93 | |
| Benchmark | 5.86 | 9.39 | 8.41 | - |
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.
