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This third-party results analysis provided by Kepler Partners focuses on the recently published interim results, for the six months to 31 March 2021.
Read the full analysis on the Kepler Research website
Total return/Absolute return – The total return of a portfolio, as opposed to its relative return against a benchmark, is measured as a gain or loss, and stated as a percentage of a portfolio’s total value.
Discretionary stocks – A classification for goods and services that are considered non-essential by consumers, such as entertainment, leisure activities, and automobiles.
Discrete year performance % change (updated quarterly)
31/03/2020 to 31/03/2021
29/03/2019 to 31/03/2020
30/03/2018 to 29/03/2019
31/03/2017 to 30/03/2018
31/03/2016 to 31/03/2017
Share Price
50.3
-9.8
-9.0
-0.6
40.1
NAV
42.3
-5.6
0.3
2.6
27.6
All performance, cumulative growth and annual growth data is sourced from Morningstar