Data as at: 22/02/2024

Fund manager benchmark
MSCI UK Quarterly Property TR GBP

Performance (%)

Return type 1 year 3 years 5 years 10 years
Value and Indexed Property Income Share price total return -11.1 -3.3 -7.8 3.0
Property - UK Commercial AIC sector Share price total return -6.1 1.5 -11.5 19.9
Value and Indexed Property Income NAV total return -19.9 3.5 -8.6 8.5
Property - UK Commercial AIC sector NAV total return -1.6 11.3 9.5 65.8
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Discrete annual performance (%)

Return type 22/02/19 - 20 22/02/20 - 21 22/02/21 - 22 22/02/22 - 23 22/02/23 - 24
Value and Indexed Property Income Share price total return 10.5 -13.7 20.2 -9.5 -11.1
Value and Indexed Property Income NAV total return 4.8 -15.2 12.7 5.0 -19.9
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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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