Data as at: 27/03/2024

Fund manager benchmark
FTSE All-Share

Performance (%)

Return type 1 year 3 years 5 years 10 years
Marwyn Value Investors Share price total return 4.5 12.0 3.2 -37.3
UK Smaller Companies AIC sector Share price total return 7.2 -12.5 18.5 70.0
Marwyn Value Investors NAV total return 9.7 34.3 20.0 -25.1
UK Smaller Companies AIC sector NAV total return 8.4 -5.4 24.2 72.7
Morningstar UK Small Cap * Total return 7.5 -5.1 13.8 39.5
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Discrete annual performance (%)

Return type 27/03/19 - 20 27/03/20 - 21 27/03/21 - 22 27/03/22 - 23 27/03/23 - 24
Marwyn Value Investors Share price total return -34.9 41.5 16.1 -7.8 4.5
Marwyn Value Investors NAV total return -13.9 5.4 16.1 2.6 9.7
Morningstar UK Small Cap * Total return -19.7 21.6 -1.8 -10.7 7.5
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* 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.

Interactive graph

This chart defaults to 5y total return data, the time periods are fully customisable. Use the display button to choose to chart actual prices and NAVs. Click the tick-boxes to quickly add sector average or market index comparisons.

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