Data as at: 11/07/2024

Fund manager benchmark
FTSE All Share TR GBP

Performance (%)

Return type 1 year 3 years 5 years 10 years
British & American Share price total return 19.7 -31.9 -18.9 -43.7
Global Equity Income AIC sector Share price total return 17.4 24.1 47.7 131.3
British & American NAV total return 34.4 87.6 125.6 69.4
Global Equity Income AIC sector NAV total return 20.2 32.3 56.7 156.0
Morningstar Developed Markets * Total return 22.6 29.5 66.9 218.3
Scroll

Discrete annual performance (%)

Return type 11/07/19 - 20 11/07/20 - 21 11/07/21 - 22 11/07/22 - 23 11/07/23 - 24
British & American Share price total return -42.4 106.9 -41.7 -2.5 19.7
British & American NAV total return -5.4 18.9 -21.5 61.2 34.4
Morningstar Developed Markets * Total return 2.2 28.9 -2.4 8.5 22.6
Scroll

* 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.

Morningstar logo Data provided by Morningstar.

FE fundinfo logo Company documents provided by FE fundinfo.