Performance
Source: Lipper
Performance (%)
Performance summary (%)
As at 30 Apr 2025
| Cumulative | Fund | Benchmark | Relative |
| 3 years | 24.05 | - | - |
| 5 years | 66.22 | - | - |
| Annualised | Benchmark | Relative | |
| 1 year | 5.29 | - | - |
| 3 years | 7.44 | - | - |
| 5 years | 10.69 | - | - |
Rolling 12-month performance to last quarter end (%)
| 12 months to 31 March | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | -2.69 | 25.35 | 2.00 | 6.32 | -13.03 | 32.51 | 12.03 | 1.56 | 12.48 | 6.55 |
| Benchmark | - | - | - | - | - | - | - | - | - | - |
| Relative | - | - | - | - | - | - | - | - | - | - |
Performance for the unit class in GBP, launched on 26 October 2018. 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 future returns. The value of your investment and any income taken from it is not guaranteed and may go up and down.
