Performance

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.

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