Period Fund Benchmark
1 month
1.67 %
1.78 %
3 months
4.00 %
3.57 %
6 months
11.20 %
10.92 %
12 months
11.59 %
10.31 %
YTD
4.00 %
3.57 %
2 years
3.09 %
1.54 % per year
2.42 %
1.21 % per year
3 years
4.77 %
1.57 % per year
3.30 %
1.09 % per year
4 years
23.59 %
5.45 % per year
21.80 %
5.06 % per year
5 years
14.60 %
2.76 % per year
19.39 %
3.61 % per year
Since launch (08/11/2010)
62.12 %
3.69 % per year
81.78 %
4.58 % per year
The return is stated in percentage of the fund’s denomination currency GBP before tax and before investor’s own issue and redemption costs, but less administrative and transaction costs of the fund.
Updated 27/03/2024- Source: Jyske Invest

Benchmark

50% JPMorgan GBI Global Total Return Index Hedged EUR
40% MSCI World Net Total Return EUR Index
5% ICE BofA Blended High Yield bonds (Hedged EUR)
5% JPMorgan EMBI Global Diversified Comp Hedged EURO

The benchmark has applied since: 01.09.2021