Performance Summary

On this page we have provided a performance summary for a wide selection of our funds. You can use the menus below to view either our SICAV or OEIC funds, as well as searching by asset class.

The performance data can be viewed in a variety of ways. You can view rolling 12 month, cumulative, calendar year or annualised performance figures.

This page can be turned into a PDF and is printer friendly so that you can save the figures for your records.

Unfortunately our Investment Trust range performance is only available in PDF format, we are working on getting this added to the tool below.
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