Discrete performance
1Y
- 1Y
- 3Y
- 5Y
Fund/benchmark | Nov 22 - Feb 21 | Feb 22 - May 21 | May 22 - Aug 21 | Aug 22 - Nov 21 | |
---|---|---|---|---|---|
Price | Caledonia Investments Plc (Ordinary Share) | -5.66% | +3.87% | +6.20% | -7.67% |
NAV | Caledonia Investments Plc (Ordinary Share) | +0.62% | +4.32% | +2.12% | +1.09% |
Morningstar's Benchmark | FTSE AllSh TR GBP | +3.24% | +10.72% | +0.47% | -1.27% |
Premium / Discount
1Y
- 1Y
- 3Y
- 5Y
Premium/discount movement represents the disparity between the value of an investment company's underlying assets and the price of its shares over the selected time period.