Performance Overview

Returns as at 29 September 2017 (after fees & before all tax).

OUR FUNDS	1 MONTH	YTD	1 YEAR	3 YEARS (p.a)	5 YEARS (p.a)	7 YEARS (p.a)	SINCE INCEPTION (p.a)	TOTAL SINCE INCEPTION	STATUS
Growth UK & Europe	2.0%	13.4%					17.1%	17.1%	Open
Growth 2	1.8%	11.6%	5.2%	-	-	-	18.7%	44.1%	Soft Closed
Cash Plus	0.8%	4.3%	3.9%	-	-	-	5.1%	13.0%	Open
Global	1.2%	10.9%	14.3%	8.8%	-	-	9.0%	42.4%	Open
Dividend	0.1%	9.5%	1.1%	10.1%	16.4%	-	18.7%	181.3%	Soft Closed
Emerging	0.5%	3.9%	1.5%	15.9%	-	-	28.3%	206.2%	Soft Closed
Growth	-0.4%	-7.7%	-17.0%	6.1%	12.7%	16.8%	16.3%	341.8%	Soft Closed

Past performance is no guarantee of future returns. Performance as at 29 September 2017 is calculated after fees and before tax.

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