Performance since launch of share class (%)

Performance summary (%)

Cumulative
Annualised
1 month3 months1 year3 years5 years10 yearsSince launch
Fund-4.70-1.281.4713.9245.97100.68321.19
IA Sector-3.370.105.0210.7860.7058.22170.90
Sector ranking167/198131/198141/19798/195136/1876/1586/135
Quartile4332311

Calendar year performance (%)

YTD 2024 2023 2022 2021 2020
Fund-1.283.469.31-2.8017.64-7.38
IA Sector0.107.957.35-9.2317.15-6.17
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Statistics

3 years5 years
Fund volatility (%)11.0011.24
Benchmark volatility (%)12.2513.26
Beta0.820.77
R-Squared (%)83.6184.63
Correlation0.910.92
Upside capture ratio (%)75.3770.69
Downside capture ratio (%)64.4665.01
Tracking error (%)2.142.14
Information ratio-0.28-0.28
Sharpe ratio-0.040.38
Source: Morningstar as at 31/03/2025. The technical index used in the above statistics is the IA UK All Companies.