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Data as at: 05/03/2026

Fund manager benchmark
FTSE AllSh TR GBP

Performance (%) Performance (£)

Return type 1 year 3 years 5 years 10 years
Shires Income Share price total return 36.5 42.6 75.2 170.6
UK Equity Income AIC sector Share price total return 19.9 32.1 60.1 124.9
Shires Income NAV total return 27.0 38.3 61.8 136.9
UK Equity Income AIC sector NAV total return 17.3 32.3 61.3 119.4
Morningstar UK * Total return 22.9 45.1 80.3 135.3
Return type 1 year 3 years 5 years 10 years
Shires Income Share price total return 13,650 14,260 17,520 27,060
UK Equity Income AIC sector Share price total return 11,990 13,210 16,010 22,490
Morningstar UK * Total return 12,290 14,510 18,030 23,530
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Discrete annual performance (%) Discrete annual performance (£)

Return type 05/03/21 - 22 05/03/22 - 23 05/03/23 - 24 05/03/24 - 25 05/03/25 - 26
Shires Income Share price total return 3.5 18.9 -16.1 26.8 36.5
Shires Income NAV total return 3.8 12.6 -4.5 14.5 27.0
Morningstar UK * Total return 6.8 16.3 -0.5 18.7 22.9
Return type 05/03/21 - 22 05/03/22 - 23 05/03/23 - 24 05/03/24 - 25 05/03/25 - 26
Shires Income Share price total return 10,350 11,890 8,390 12,680 13,650
Morningstar UK * Total return 10,680 11,630 9,950 11,870 12,290
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