Investor Information

Morningstar Factsheet

Performance data provided by Morningstar. View Data

Share Performance Charting

Create your own charts with Morningstar Share Performance Charting.

Performance Record

Fiscal YTD 6 Months 1 Year 3 Years 5 Years
Price Total Return %
Fiscal YTD 18.7 6 Months 5.1 1 Year 18.7 3 Years 44.3 5 Years 78.9
NAV Total Return %
Fiscal YTD 18.8 6 Months 3.3 1 Year 18.8 3 Years 42.6 5 Years 72.3

Period to 30 September 2017 | 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 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.

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