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Data as at: 10/01/2025
Fund manager benchmark
CPI + 3.0% [50.00%]; MSCI All Country World (ACWI) ex USA USD [50.00%]
Performance (%)
| Return type | 1 year | 3 years | 5 years | 10 years | |
|---|---|---|---|---|---|
| RIT Capital Partners | Share price total return | 6.6 | -22.8 | 2.4 | 63.9 |
| Flexible Investment AIC sector | Share price total return | 9.8 | -3.3 | 18.2 | 78.4 |
| RIT Capital Partners | NAV total return | 10.3 | -1.3 | 42.0 | 110.4 |
| Flexible Investment AIC sector | NAV total return | 8.9 | 7.3 | 39.5 | 111.7 |
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Discrete annual performance (%)
| Return type | 10/01/20 - 21 | 10/01/21 - 22 | 10/01/22 - 23 | 10/01/23 - 24 | 10/01/24 - 25 | |
|---|---|---|---|---|---|---|
| RIT Capital Partners | Share price total return | 2.0 | 30.0 | -21.3 | -7.9 | 6.6 |
| RIT Capital Partners | NAV total return | 16.5 | 23.5 | -13.3 | 3.2 | 10.3 |
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Interactive graph
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Data provided by Morningstar.
Company documents provided by FE fundinfo.
