Charts & performance
Use the Charts & Performance tool to review the past performance of a fund against a range of other instruments. Please remember that past performance is not a guide to future returns.
Chart options
- Time span
- Adjust the time period, from one week to five years.
- Chart type
- Price: This is the standard function for charts displaying percentage movement in price over time.
Total Return: for income funds this is the standard percentage movement in price plus income over time. - Chart Axis
- For individual funds view movements in price rather than percentage.
Add to chart
Up to 7 instruments can be added to the chart to compare against a funds performance. To add to the chart please follow the steps outlined below.
- Fund
- To add a fund select ‘Fund’. You will then be asked to select from ‘Unit Trust and OEICs’, ‘Investment Trusts’, ‘Offshore Funds’, ‘Pension Funds’ and ‘Life Funds’. Select the fund using the drop down menus. Click on ‘Add to chart’ to include in your comparison.
- Equity
- To add the shares of UK listed companies select ‘Equity’. Search using the three or four character EPIC code, part or all of the company name or using the drop down list. Click on ‘Add to chart’ to include in your comparison.
- Sector
- To add fund sector averages select ‘Sector’. Choose the relevant sector from the list. Click on ‘Add to chart’ to include in your comparison.
- Index
- To add a financial index select ‘Index’. Choose the relevant index from the list. Click on ‘Add to chart’ to include in your comparison.
Miscellaneous
- Hide/Show/Remove
- Once investments have been added to the graph they can be hidden, shown or removed by ticking the small boxes on the left hand side of the key summary. If an investment has been added to the chart but has since been hidden this will be represented by a red cross on the eye icon next to the individual boxes.
Discrete calendar year performance
Displays the year on year percentage movement in a funds price based on the last available closing price over the last five years i.e. if you are viewing the table on the 2nd February, the performance shown will be based on the price at the 1st February valuation point. Figures are not inclusive of initial charges and are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends/interest) reinvested.
Cumulative performance
The cumulative performance figures represent the % total return when holding the investment for a defined period (up to a maximum of 5 years). This differs from the discrete calendar year performance which measures on a year by year basis. Figures assume net distributions are re-invested unless otherwise stated. Figures are not inclusive of initial charges. Performance figures will represent performance for three months, six months, one year, three years and five years although where no performance figures are shown, no performance data is available.