Data as at: 08/10/2024

Fund manager benchmark
MSCI UK All Pooled Property Funds TR GBP

Performance (%)

Return type 1 year 3 years 5 years 10 years
Balanced Commercial Property Share price total return 54.7 19.3 7.1 22.2
Property - UK Commercial AIC sector Share price total return 11.9 -8.9 -4.3 30.5
Balanced Commercial Property NAV total return -3.1 -6.0 -5.5 32.8
Property - UK Commercial AIC sector NAV total return -3.2 -2.6 5.0 44.6
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Discrete annual performance (%)

Return type 08/10/19 - 20 08/10/20 - 21 08/10/21 - 22 08/10/22 - 23 08/10/23 - 24
Balanced Commercial Property Share price total return -40.0 49.7 -16.3 -7.8 54.7
Balanced Commercial Property NAV total return -10.0 14.9 18.2 -20.4 -3.1
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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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