4 Shires Investment Commentary Winter and Spring 22

Page 29

D

5 years

6 years

7 years

8 years

9 years

1.52% 24.11%

42.82%

35.64%

52.90%

57.61%

21.22%

41.20%

35.78%

61.47%

20.25%

43.06%

40.14%

58.44%

60.74%

25.95%

46.68%

40.98%

64.75%

71.37%

20.15%

34.34%

31.00%

48.87%

69.80%

18.84%

46.96%

36.01%

42.00%

58.92%

Notes: Performance is measured to 05/06/2022. All 4 Shires performance figures are net of management fees, VAT, stamp duty and commi ssi ons. Total return measures include dividends and income received. Time weighted return measures consider deposits and withdrawals to/from the portfolio. The performance for each risk scale includes every portfolio in that risk scale at that time. Disclaimer: The value of investments and the income you get from them may fall as well as rise, and there is no certainty that you will get back the amount of your original investment. You should also be aware that past performance may not be a reliable guide to future performance.

27


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.