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Total Performance (% growth to 31.01.19) over 

  3m 6m 1yr 3yrs 5yrs 10yrs
Share Price (Total Return) -1.4 -9.1 -5.0 44.7 70.5 281.9
Net Asset Value (Total Return) -0.8 -8.6 -4.8 44.5 63.9 240.8
Benchmark# (Total Return) -0.8 -6.5 -2.7 42.0 55.3 198.6
Relative NAV Perfomance -0.1 -2.1 -2.1 2.6 8.6 42.2


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


Relative numbers may not add up due to rounding

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.

† 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.