Performance Overview

Returns as at 31 July 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 5.90% 18.24% 12.82% 18.35% 16.64% 10.82% 13.72% 17.95% 16.69% 605.84% Closed
Dividend 4.32% 14.53% -1.69% 2.73% 10.71% 12.04% 11.87% - 15.95% 272.23% Open
Emerging 9.00% 13.81% 0.72% 25.02% 15.97% 16.33% 22.35% - 23.06% 357.53% Closed
Global Growth 1.48% 10.82% 6.71% 18.36% 11.48% 9.69% - - 9.87% 91.70% Open
Conservative 1.01% 3.11% 1.94% 3.99% 4.41% 4.64% - - 4.54% 26.52% Open
Growth 2 9.39% 27.47% 18.72% 24.67% 18.45% - - - 17.94% 127.19% Open
Growth UK & Europe 4.05% 12.29% -2.85% 4.43% 4.03% - - - 6.98% 28.78% Open
Global Growth 2 5.32% 12.55% 2.45% 9.62% - - - - 2.98% 6.84% 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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