Past performance
All fund data is provided by FE fundinfo (UK) Limited. Past performance is not a reliable indicator of future results. The value of an investment and the income from it can fall as well as rise for a number of reasons, for example market and currency movements. You could get back less than originally invested.

Performance data explained
Performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs), include fund charges and are updated to the most recent price date available unless stated otherwise. All of the performance data is measured in percentage terms and is shown over various time periods to show how funds have performed. ‘Cumulative performance’ provides a cumulative sum of fund performance over three months, six months and one, three and five year periods, where the fund has been in existence for over 12 months. ’Discrete performance’ provides a breakdown of fund performance for each respective twelve month period to the end of the last calendar quarter, over the last five years, or as many years as we have if less than five years.

Important information
If you wish to invest, or top up an existing investment, in any of the funds shown please ensure you read the relevant fund information documents. Please remember that charges exist on investments that will affect performance figures.