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Performance Since Launch (%)

Cumulative Performance (%)

  1 mMonth 3 mMonths 6 mMonths 1 yYears 3 yYears 5 yYears
Fund 1.9 1.9 5.6 2.9 39.9 51.7
Relative to Cboe UK All Companies* -0.1 -0.8 -5.2 1.8 12.9 12.4
Relative to CPI* 1.6 4.1 0.9 32.6 43.7
Relative to IA Flexible* -1.2 -2.3 -4.6 -1.5 15.1 9.8
Rank in sector 115/164 136/164 127/161 92/156 8/133 38/120
Quartile 3 4 4 3 1 2

Discrete Performance (%)

31/07/18 31/07/19 31/07/17 31/07/18 31/07/16 31/07/17 31/07/15 31/07/16 31/07/14 31/07/15
Fund 2.9 7.8 26.1 7.8 0.6
Relative to Cboe UK All Companies* 1.8 -1.3 11.1 3.7 -4.8
Relative to CPI* 0.9 5.3 23.5 7.2 0.5
Relative to IA Flexible* -1.5 2.2 12.9 1.6 -6.4