Notice
This website is for professional advisers only.
By clicking the acceptance button below, you are confirming that (i) you are a financial adviser AND (ii) that you have read the website terms of use and agree to be bound by them.
This website is for professional advisers only.
By clicking the acceptance button below, you are confirming that (i) you are a financial adviser AND (ii) that you have read the website terms of use and agree to be bound by them.
This is an investment’s level of growth over time. This is often referred to as the investment's returns and is measured by the percentage change of the investment's value over time.
• Annualised performance is the percentage movement (return) of an investment over a defined time period, calculated as an average per annum.
• Cumulative performance is the total percentage movement in the price of the asset over the whole of any specified period, be it one/three/five years for example, or since an investment commenced.
Sign up to our regular newsletter, for first-rate analysis and opinion on all matters affecting financial advisers. You can unsubscribe at any time.
You can also connect with us on social media by clicking on the icons below. We are on LinkedIn and Twitter.