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PrintPerformance

Past performance is not necessarily a guide to future performance.

Quartile Rankings 1 year 3 years 5 years
Active Portfolio 2 1 1
American Portfolio 2 1 1
Asia Portfolio 1 3 2
Balanced Portfolio 4 2 1
Cautious Portfolio 2 n/a* n/a*
European Portfolio 4 2 1
Managed Portfolio 4 1 1
Tactical Portfolio 4 1 1

Source: Lipper mid to mid, Cautious Portfolio bid to bid, basic rate tax, in sterling, net income reinvested to 30/04/07, unless otherwise stated.

 

Discrete Annual Performance (% growth)

31/03/06

-30/03/07

31/03/05

-31/03/06

31/03/04

-31/03/05

31/03/03

-31/03/04

29/03/02

-31/03/03
Active Portfolio 5.5 40.2 9.4 44.1 -23.2
American Portfolio -2.0 23.1 3.4 17.7 -28.9
Asia Portfolio 18.9 43.7 -1.8 44.9 -26.8
Balanced Portfolio 2.9 30.9 10.2 32.2 -20.4
Cautious Portfolio 4.5 n/a* n/a* n/a* n/a*
European Portfolio 4.7 43.1 21.2 35.7 -21.7
Managed Portfolio 3.4 30.6 11.9 31.1 -20.7
Tactical Portfolio -0.7 52.5 6.7 41.4 -23.0

Source: Lipper mid-to-mid, basic rate tax, in sterling, net income reinvested.

* Launched 28/10/05 therefore performance is not available.