Our investment performance

ISACO Annualised 3 Year Performance

We are delighted with the returns we've made over the previous three years1. From the beginning of 2016 to the end of 2018, we annualised 6.0% versus the FTSE 100's 2.5%. Past performance is no guarantee of future performance.

1January 1st 2016 – December 31st 2018.



ISACO Annualised 5 Year Performance

We are also extremely pleased with the returns we’ve made over the previous five years2. From the beginning of 2014 to the end of 2018, we annualised 5.1% versus the FTSE 100’s -0.06%. Past performance is no guarantee of future performance.

2January 1st 2014 – December 31st 2018.

 

ISACO Annualised 10 Year Performance

Finally, we are delighted with the returns we’ve made over the previous ten years3. From the beginning of 2009 to the end of 2018, we annualised 9.9% versus the FTSE 100’s 4.3%. Past performance is no guarantee of future performance.

3January 1st 2009 - December 31st 2018. 

  

ISACO 21-Year Total Return

The FTSE 100, our benchmark, has annualised 6.0% since its inception 35 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 2018, when comparing the total return, we outperformed the FTSE 100 by 132.6% which means over that 21-year period we’ve beaten the main UK stock index on average by 3.4% per year. Past performance is no guarantee of future performance.

4January 3rd 1984 - December 31st 2018.
5January 1st 1998 - December 31st 2018.