Performance data provided by Morningstar. View Data
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|Ord||Fiscal YTD||6 Months||1 Year||3 Years||5 Years|
|Price Total Return %||18.7||5.1||18.7||44.3||78.9|
|NAV Total Return %||18.8||3.3||18.8||42.6||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.
British Empire Securities and General Trust p.l.c is referred to as ‘British Empire’ throughout the website. British Empire’s investment managers, Asset Value Investors are referred to as ‘AVI’