I’m looking for a new angle on...

Total Performance (%) as at 31.08.19 

  3m 6m 1yr 3yrs 5yrs 10yrs
Share Price 3.7 5.3 -3.5 37.3 66.7 237.6
Net Asset Value 4.9 6.9 -0.9 32.6 66.6 202.4
Benchmark#  5.8 9.5 4.2 33.1 59.6 169.1
NAV-Benchmark Relative -0.8 -2.5 -5.0 -0.5 7.0 33.3


Discrete performance (%)

  Q2 2014
Q2 2015
Q2 2015
Q2 2016
Q2 2016
Q2 2017
Q2 2017
Q2 2018
Q2 2018
Q2 2019
Share Price  13.9 -2.5 36.2 10.9 0.6
Net Asset Value  11.2 7.3 28.0 8.7 2.8
Benchmark#  6.8 7.6 22.7 8.3 6.3
NAV-Benchmark Return 4.4 -0.3 5.3 0.4 -3.5


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.