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Total Performance (%) as at 31.12.19 

  3m 6m 1yr 3yrs 5yrs 10yrs
Share Price 7.5 9.4 22.1 37.0 71.4 228.8
Net Asset Value 5.0 6.9 21.3 32.3 73.0 192.0
Benchmark#  2.3 4.8 20.3 29.5 64.9 154.7
NAV-Benchmark Relative 2.6 2.1 1.0 2.8 8.1 37.2

Discrete performance (%)

  Q4 2014
Q4 2015
Q4 2015
Q4 2016
Q4 2016
Q4 2017
Q4 2017
Q4 2018
Q4 2018
Q4 2019
Share Price  5.7 18.4 22.1 -8.1 22.1
Net Asset Value  6.4 22.9 19.1 -8.4 21.3
Benchmark#  3.5 23.0 15.1 -6.5 20.3
NAV-Benchmark Return 2.9 -0.1 4.0 -2.0 1.0


Relative numbers may not add up due to rounding

† Source: Morningstar / Witan / FTSE, total return includes the notional reinvestment of dividends.
‡ 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 All-World 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. 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/support/legal-information.

Please remember, past performance is not a guide to future performance, and the value of shares and the income from them can rise and fall, so investors may not get back the amount originally invested.