Source: Financial Express as at 31.01.2020.
| 1 mMonth | 3 mMonths | 6 mMonths | 1 yYears | 3 yYears | 5 yYears | |
|---|---|---|---|---|---|---|
| Fund | -1.1 | 5.5 | 3.0 | 8.8 | 26.2 | 58.4 |
| Relative to Cboe UK All Companies* | 2.4 | 3.8 | 3.3 | -1.7 | 8.0 | 23.2 |
| Relative to CPI* | 5.3 | 2.4 | 6.7 | 19.2 | 49.1 | |
| Relative to IA Flexible* | -0.6 | 2.2 | 2.0 | -2.4 | 8.0 | 23.0 |
| Rank in sector | 112/163 | 19/162 | 37/161 | 111/157 | 17/131 | 9/119 |
| Quartile | 3 | 1 | 1 | 3 | 1 | 1 |
Source: Financial Express as at 31.01.2020.
| 31/01/19 31/01/20 | 31/01/18 31/01/19 | 31/01/17 31/01/18 | 31/01/16 31/01/17 | 31/01/15 31/01/16 | |
|---|---|---|---|---|---|
| Fund | 8.8 | -1.0 | 17.2 | 35.0 | -7.1 |
| Relative to Cboe UK All Companies* | -1.7 | 2.9 | 5.9 | 14.1 | -1.8 |
| Relative to CPI* | 6.7 | -2.8 | 14.2 | 33.1 | -7.3 |
| Relative to IA Flexible* | -2.4 | 3.0 | 6.5 | 14.9 | -2.5 |
Source: Financial Express as at 31.01.2020.
*A negative figure denotes underperformance of the fund, and a positive figure denotes outperformance.
Performance of the B Acc Share Class, total return, bid-to-bid, net of UK dividend tax credit. Share Class launched on 01.04.2004. The Fund's IA Sector is Flexible. Past performance is not a reliable indicator of future performance.