Strategic Equity Capital | Performance

Performance (%)

Return type 1 year 3 years 5 years 10 years
Strategic Equity Capital Share price total return 63.7 32.7 51.5 347.9
UK Smaller Companies AIC sector Share price total return 74.7 43.0 104.9 357.1
Strategic Equity Capital NAV total return 48.0 32.9 61.4 323.0
UK Smaller Companies AIC sector NAV total return 63.7 38.5 89.0 308.0
Morningstar UK Small Cap * Total return 43.3 23.8 52.3 216.8

Discrete annual performance (%)

Return type 24/09/16 - 17 24/09/17 - 18 24/09/18 - 19 24/09/19 - 20 24/09/20 - 21
Strategic Equity Capital Share price total return 9.8 3.9 -2.4 -17.0 63.7
Strategic Equity Capital NAV total return 16.8 3.8 -1.9 -8.3 48.0
Morningstar UK Small Cap * Total return 16.5 5.6 -4.9 -9.1 43.3

* The Morningstar market index is not necessarily the official benchmark of the investment company, however it has been identified as an appropriate comparative index. Please hover over the definition for further detail on the index construction.

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