By | 2017-09-13T15:20:52+00:00 13th September 2017|

Performance is an alternative wordfor the return on an investment. Performance is expressed as a percentage of the value of the investment at the start of a set period.
The performance of most funds is typically expressed as a ‘total return’. Capital appreciation (or depreciation) and any income paid out by the investment summed together make up the ‘total return’.