1 Month | 3 Months | 1 Year | 3 Years
(annualised)
|
5 Years (annualised)
|
|
Adjusted NAV Return |
(0.1%) | +8.2% | +1.9% | +8.1% | +6.5% |
Total Shareholder Return |
+6.6% | +10.1% | +7.3% | +3.2% | +6.4% |
Gross Performance Return |
+0.2% | +9.1% | +4.5% | +10.8% | +9.2% |
Benchmark Index^ | +2.8% | +12.5% | +12.6% | +13.6% | +13.0% |
^Benchmark Index: World Small Cap Gross Index until 30 September 2015 & S&P Large Mid Cap/S&P Small Cap Index (50% hedged to NZD) from 1 October 2015.
Non-GAAP Financial Information
Marlin uses the following non-GAAP measures:
All references to adjusted net asset value, adjusted NAV return, gross performance return and total shareholder return on this website are to such non-GAAP measures. The calculations applied to non-GAAP measures are described in the Marlin Global Non-GAAP Financial Information Policy. A copy of the policy is available at http://marlin.co.nz/about-marlin/marlin-policies/
^Benchmark Index: World Small Cap Gross Index until 30 September 2015 & S&P Large Mid Cap/S&P Small Cap Index (50% hedged to NZD) from 1 October 2015.