Performance Overview

Returns as at 30 April 2020 (after fees before tax)

Fund   1 month 3 months 6 months 1 year 3 years (p.a) 5 years (p.a) 7 years (p.a) 10 years (p.a) Since inception (p.a) Total since inception Status
Growth 12.40% -4.58% -3.97% 9.98% 11.79% 7.51% 11.33% 16.21% 15.48% 496.96% Open
Dividend 13.07% -14.16% -14.85% -3.51% 7.54% 8.44% 10.02% - 14.64% 225.05% Open
Emerging 18.92% -11.51% -0.38% 13.83% 12.54% 14.06% 21.73% - 21.73% 302.01% Closed
Global 5.56% -3.70% 5.76% 8.41% 8.06% 8.07% - - 8.57% 72.99% Open
Conservative 2.14% -1.14% -0.53% 2.13% 3.94% 4.14% - - 4.14% 22.72% Open
Growth 2 22.10% -6.86% -11.43% 3.30% 11.75% - - - 13.02% 78.23% Open
Growth UK & Europe 2.50% -13.48% -3.48% -7.97% -0.26% - - - 4.00% 14.69% Open
Climate Friendly 3.32% -8.97% -3.58% -2.17% - - - - -2.57% -5.07% Open

Past performance is not a guarantee of future returns. All figures are calculated after fees and before any applicable tax.

Fund Unit Price ($) Date
Created with Highcharts 7.2.1Chart context menuHighcharts data from Google Spreadsheets20182019300 %350 %400 %450 %500 %550 %Highcharts.com

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