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
2.38%
3.54%
10.25%
14.74%
13.18%
11.10%
10.54%
13.24%
As of November 10, 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%
15.43%
As of November 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