Level Chart

Basic Info

N/A
Core Index Name S&P 500 Value
Return Type Net Total Return
Currency Code GBP
Category Hedge Type Not Hedged

Total Return Performance

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
1.20%
2.19%
11.36%
19.97%
12.66%
12.77%
12.44%
13.65%
As of May 31, 2024. Returns for periods of 1 year and above are annualized.

Annual Performance

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
4.60%
-4.05%
25.87%
-2.59%
25.23%
5.99%
14.63%
6.31%
As of May 31, 2024.

Basic Info

N/A
Core Index Name S&P 500 Value
Return Type Net Total Return
Currency Code GBP
Category Hedge Type Not Hedged