Performance

Standardised Performance figures to 31/12/2011 (Updated Quarterly)

 2006 - 20072007 - 20082008 - 20092009 - 20102010 - 2011
Scottish Mortgage Percentage Growth30.1%-44.8%52.9%33.9%-15.2%
Source: Morningstar, total return.
Please bear in mind that past performance is not a guide to future performance, and that the value of your investment may go down as well as up, and you may not get back the amount you invested.

Performance figures to 31/12/2011

 6 Months1 Year3 Years5 Years
Share Price-21.6%-15.2%73.7%24.8%
NAV-21.5%-15.0%68.6%20.7%
Source: Morningstar, total return.
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Add Benchmark

Performance

Performance

Benchmark data is limited to a 5 year period from the current date.

Benchmark changed from 50% FTSE All-Share/50% FTSE World Ex-UK on 01/04/2009 , to 100% FTSE All-World Index. In the above graph the indices have been chain linked to form a single benchmark.

Discount History at Fair

Discount History Graph

If the graph shows negative figures this means that the share price is higher than the NAV at fair – this is known as trading at a Premium.