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.

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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

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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

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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

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