1 Month | 3 Months | 1 Year | 3 Years
(annualised)
|
5 Years (annualised)
|
|
Adjusted NAV Return |
+0.8% | (2.0%) | +22.2% | +0.4% | +8.7% |
Total Shareholder Return |
(2.4%) | (2.3%) | +8.0% | (8.8%) | +9.2% |
Gross Performance Return |
+1.0% | (1.4%) | +26.2% | +2.5% | +11.7% |
Benchmark Index^ | +1.7% | +5.5% | +24.7% | +7.1% | +10.3% |
^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.