Performance Overview

Returns as at 31 August 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 1.04% 10.10% 21.25% 12.83% 17.16% 11.69% 12.45% 18.06% 16.65% 613.20% Closed
Dividend 5.97% 11.36% 11.73% 7.08% 11.94% 14.29% 11.76% - 16.54% 294.46% Open
Emerging 10.82% 24.76% 25.94% 36.69% 18.48% 18.94% 21.83% - 24.48% 407.02% Closed
Global Growth 5.20% 8.18% 17.22% 24.76% 12.77% 11.34% - - 10.54% 101.66% Open
Conservative 0.93% 2.17% 3.74% 4.36% 4.47% 4.87% - - 4.65% 27.70% Open
Growth 2 18.44% 30.06% 48.55% 40.28% 23.86% 21.42% - - 21.62% 169.09% Open
Growth UK & Europe 7.00% 14.87% 10.77% 14.16% 6.27% - - - 8.73% 37.80% Open
Global Growth 2 5.92% 11.69% 12.99% 15.60% - - - - 5.43% 13.16% Open
Chairman’s 7.45% 14.60% 20.00% 21.24% 13.84% 13.20% - - 12.23% 99.94% Open

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

Created with Highcharts 7.2.1Chart context menuHighcharts data from Google Spreadsheets20182019300 %350 %400 %450 %500 %550 %Highcharts.com

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