Performance visualiser

While it may be true that ‘past performance is no guarantee of future performance’, it’s still a useful tool to evaluate the quality or our work.

This visualiser lets you see how an investment in one of our funds would have performed for you in the past. First, select a fund from the drop-down menu. Then enter the amount of your initial investment, decide what regular contributions you would have made and how often you’d have made them, and finally set a stop and start period. Before making any investment, it’s important to be mindful that performance will always wax and wane in much the same way the markets do. It’s advisable to take a long term view and put your trust in a manager who has the resources and track record to retain your confidence over the coming years.