Our investment performance

2017 Performance

We are delighted with the return we made last year1. From January 1st 2017 to December 31st 2017, we returned 13.8% versus the FTSE 100’s 7.6%.

1January 1st 2017 – December 31st 2017.


We are also delighted with the returns we’ve made over the previous three years2. From the beginning of 2015 to the end of 2017, we annualised 8.7% versus the FTSE 100’s 5.4%.

2January 1st 2015 – December 31st 2017.

3 Year Performance


We are also extremely pleased with the returns we’ve made over the previous five years
3. From the beginning of 2013 to the end of 2017, we annualised 11.2% versus the FTSE 100’s 5.4%.

3January 1st 2013 - December 31st 2017. 

5 Year Performance


The FTSE 100, our benchmark, has annualised 6.2% since its inception 34 years ago4. That tells us that if we can beat the FTSE 100 over the long term, we’re going to be blessed with a reasonable rate of return.

Since beginning investing back in 19975, to the close of 2017, when comparing the total return, we outperformed the FTSE 100 by 134.1% which means over that 20-year period we’ve beaten the main UK stock index on average by 3.3% per year. Past performance is no guarantee of future performance.

4January 3rd 1984 - December 31st 2017.
5January 1st 1998 - December 31st 2017.

20 Year Performance