Discrete performance
1Y
- 1Y
- 3Y
- 5Y
Fund/benchmark | Apr 25 - Jul 24 | Jul 25 - Oct 24 | Oct 25 - Jan 24 | Jan 25 - Apr 24 | |
---|---|---|---|---|---|
Price | Caledonia Investments Plc (Ordinary Share) | -6.69% | -4.30% | +5.83% | +4.44% |
NAV | Caledonia Investments Plc (Ordinary Share) | +0.68% | +3.76% | -1.02% | +3.57% |
Morningstar's Benchmark | FTSE AllSh TR GBP | -1.41% | -3.97% | +3.92% | +7.41% |
Premium / Discount
1Y
- 1Y
- 3Y
- 5Y
Premium/discount movement represents the disparity between the value of an investment company's underlying assets and the price of its shares over the selected time period.