Performance
Performance
Personal Assets Trust Currency Exposure
Q1 2022
Discrete Calendar Annual Returns (%) 2009* 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021

2022

YTD

Ann
Return*
Personal Assets Trust Share Price +32.7 +14.41 +8.3 +4.2 -4.8 +10.3 +1.7 +14.2 +5.7 -3.0 +10.2 +7.9 +12.1 -1.6

+8.1

FTSE All-Share Index (TR) +60.1 +14.5 -3.5 +12.3 +20.8 +1.2 +1.0 +16.8 +13.1 -9.5 +19.2 -9.8 +18.3 +1.5 +10.6

Source: Lipper, Since 1 January 2000 to 31 May 2022.

 

*Since Troy Appointment 3 March 2009

 

Past performance is not a guide to future performance.
 

The value of the Trust, and any income from it, may go down as well as up and investors may get back less than they invested. Returns may increase or decrease as a result of currency fluctuations. This data is provided for information only and should not be reproduced, published or disseminated in any manner. Although we consider the data to be reliable, no warranty is given as to its accuracy or completeness. Any comparisons against indices are for illustrative purposes only.  All reference to FTSE indices or data used on this website is © FTSE International Limited (“FTSE”) 2022. ‘FTSE ®’ is a trade mark of the London Stock Exchange Group companies and is used by FTSE under licence. 

 

 
 
Past performance is not a guide to future performance.
 
Maximum Drawdown measures the worst investment period. Annualised Volatility is measured by the annualised standard deviation of the monthly returns.
 

The value of the Trust, and any income from it, may go down as well as up and investors may get back less than they invested. Returns may increase or decrease as a result of currency fluctuations. This data is provided for information only and should not be reproduced, published or disseminated in any manner. Although we consider the data to be reliable, no warranty is given as to its accuracy or completeness. Any comparisons against indices are for illustrative purposes only.  All reference to FTSE indices or data used on this website is © FTSE International Limited (“FTSE”) 2022. ‘FTSE ®’ is a trade mark of the London Stock Exchange Group companies and is used by FTSE under licence. 

 

Source: Lipper, Since 1 January 2000 to 31 May 2022.
 
Income generated may fall as well as rise and past performance is not a guide to future performance. 
 
Source: Troy Asset Management Limited/Bloomberg, 31 May 2022.
Source: Refinitiv Datastream, 31 May 2022
 
Personal Assets Trust Currency Exposure
Q4 2021
Dividend Payments

January

 

April

 

July

 

October