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Total Performance (%) as at 31.03.19 

  3m 6m 1yr 3yrs 5yrs 10yrs
Share Price 6.9 -5.7 3.9 48.7 67.5 306.8
Net Asset Value  8.5 -4.9 5.0 42.7 64.9 268.2
Benchmark#  9.0 -2.0 7.3 42.9 57.7 220.0
NAV-Benchmark Return -0.6 -2.8 -2.3 -0.2 7.2 48.2


Discrete performance (%)

  Q1 2014
Q1 2015
Q1 2015
Q1 2016
Q1 2016
Q1 2017
Q1 2017
Q1 2018
Q1 2018
Q1 2019
Share Price  20.8 -6.7 32.2 8.4 3.9
Net Asset Value  15.1 0.4 29.0 5.4 5.0
Benchmark#  13.6 -2.9 28.9 3.3 7.3
NAV-Benchmark Return 1.4 3.3 0.1 2.0 -2.3


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.