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Capital return performance

A measure of performance which looks only at the increase and decrease in the value of the investment over time. It doesn’t take into account any income dividends you may have received, however it does include capital dividends within the calculation.

A measure of performance which looks only at the increase and decrease in the value of the investment over time. It doesn’t take into account any income dividends you may have received, however it does include capital dividends within the calculation.

See share price capital return performance and NAV capital return performance.

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