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Total return performance

Performance information that takes into account both income and capital returns.

Performance information that takes into account both income and capital returns.

Total return performance is useful, for example, when comparing investment companies which pay out different amounts of income as dividends. If you ignore dividends, a company which pays out a higher level of dividends could appear to have performed less well than a company that keeps back some of its income, even though the overall return you’ve received is better.

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