I’m looking for a new angle on...

Discrete performance (%)

  Q4 2013
Q4 2014
Q4 2014
Q4 2015
Q4 2015
Q4 2016
Q4 2016
Q4 2017
Q4 2017
Q4 2018
Share Price (Total Return) 15.1 5.7 18.4 22.1 -8.1
Net Asset Value (Total Return) 6.6 6.4 22.9 19.1 -8.4
Benchmark# (Total Return) 5.5 3.5 23.0 15.1 -6.5
Relative NAV Perfomance 1.1 2.9 -0.1 4.0 -2.0

 

Please note that past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuation and you may not get back the amount originally invested.

By using this web page you agree to our terms of use and to the terms of our privacy statement.

† Source: Morningstar / Witan, total return includes the notional reinvestment of dividends. Annualised figures updated each calendar quarter.
‡ The Net Asset Value figures value debt at fair value and include the notional reinvestment of dividends.
# Witan’s benchmark is a composite of 30% FTSE All-Share, 25% FTSE All-World North America, 20% FTSE All-World Asia Pacific, 20% FTSE AllWorld Europe (ex UK), 5% FTSE All-World Emerging Markets. From 01.10.2007 to 31.12.2016 the benchmark was 40% FTSE All-Share, 20% FTSE
All-World North America, 20% FTSE All-World Europe (ex UK) and 20% FTSE All-World Asia Pacific.
Source: FTSE International Limited (“FTSE”). FTSE is a trade mark of the London Stock Exchange Group companies and is used by FTSE under license. For more information go to www.witan.com/legal-information.