Performance
| 1 Year % p.a. | 2 Year % p.a. | 3 Year % p.a. | 4 Year % p.a. | 5 Year % p.a. | |
|---|---|---|---|---|---|
| Chariguard UK Equity Fund | -21.87 | -6.38 | 0.15 | 5.82 | 7.72 |
| FTSE All Share Index (Gross) | -22.25 | -6.61 | 0.01 | 5.71 | 7.66 |
| Chariguard Overseas Equity Fund | -15.89 | -1.17 | 2.82 | 8.59 | 8.79 |
| FTSE World (ex UK) WM Adjusted | -16.93 | -1.76 | 2.32 | 8.16 | 8.54 |
| Chariguard Fixed Interest Fund | 6.82 | 3.69 | 3.73 | 4.87 | 4.66 |
| FTA Govt. All Stocks Total Retutrn Index | 6.79 | 3.66 | 3.68 | 4.78 | 4.58 |
Source: RCM, as at 30 September 2008, GBP, Gross of fees.
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Important Information:
RCM only provides information on our own products and does not provide advice on the merits of participating in an unregulated scheme. Potential investors needing advice should contact a financial advisor. Although the information is believed to be reliable RCM does not guarantee the timeliness, accuracy or suitability of such information in any way and anyone who acts on the information does so entirely at their own risk.
The figures above are calculated on a mid to mid basis, gross of fees and tax.
Past Performance:
Past performance is no guide to future performance and you should not make any assumption on the future value of the funds on the basis of this information. The value of units and the income there from may fall as well as rise as a result of market and currency fluctuations and you may not get back as much as you originally invested. Some of these funds may invest in technology stocks which may be highly volatile. Some of these funds may invest in smaller companies which carry a higher risk than larger companies and there is also a liquidity risk (i.e. they may not be easy to buy and sell).
Chariguard Overseas Equity Fund:
Although the fund’s investment policy is to diversify its portfolio in order to reduce the degree of risk, prospective investors should be aware of the underlying risks associated with investment in emerging markets, including political instability and economic change. Risks associated with investment in emerging markets include above average rates of inflation, currency fluctuations, and exchange controls which may affect the value of the fund’s investments and its ability to repatriate funds. Shares quoted on stock exchanges in emerging markets may be more volatile than those in more developed countries. Companies in emerging markets are not always subject to auditing, accounting and financial standards which are equivalent to those applicable in more developed countries.
