Level Chart

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
2.52%
2.91%
9.53%
14.85%
13.32%
11.58%
10.54%
13.53%
As of October 09, 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
25.87%
-2.59%
25.23%
5.99%
14.63%
13.52%
4.77%
12.74%
As of October 11, 2026.

Basic Info

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