Level Chart

Basic Info

N/A
Core Index Name S&P 500
Return Type Net Total Return
Currency Code GBP
Category Hedge Type Hedged

Total Return Performance

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
1.94%
4.37%
11.72%
17.85%
20.69%
13.14%
13.81%
12.23%
As of January 15, 2026. Returns for periods of 1 year and above are annualized.
View Periodic Total Returns Versus Peers
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Annual Performance

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
27.60%
14.87%
27.65%
-20.34%
23.66%
24.04%
17.56%
1.49%
As of January 16, 2026.

Basic Info

N/A
Core Index Name S&P 500
Return Type Net Total Return
Currency Code GBP
Category Hedge Type Hedged