Investor Information

Morningstar Factsheet

Performance data provided by Morningstar. View Data

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Performance Record

Fiscal YTD 6 Months 1 Year 3 Years 5 Years
Price Total Return £
Fiscal YTD 90.53 6 Months 84.47 1 Year 90.53 3 Years 112.23 5 Years 109.90
Price Total Return %
Fiscal YTD -9.5 6 Months -15.5 1 Year -9.5 3 Years 12.2 5 Years 9.9
NAV Total Return %
Fiscal YTD -8.3 6 Months -14.5 1 Year -8.3 3 Years 10.7 5 Years 11.2

Period to 30 September 2015 | Source: Morningstar

Past performance should not be seen as an indication of future performance. The price of investments and the income may fall as well as rise and investors may not get back the full amount invested.  British Empire Securities and General Trust p.l.c. (“British Empire”) uses gearing techniques (leverage) which will exaggerate market movements both down and up which could mean sudden and large falls in market value. Please refer to the Key Features Document for further details of the risks affecting your investment. Performance figures are based on Price total return and do not include Plan charges. For more information, please call 03458 500181.

Tax treatment depends on the individual circumstances and may be subject to change in the future.