1 Month | 3 Months | 1 Year | 3 Years
(annualised)
|
5 Years (annualised)
|
|
Adjusted NAV Return |
+1.4% | (0.0%) | +21.0% | +1.6% | +11.0% |
Total Shareholder Return |
+2.0% | +1.9% | +20.0% | (6.3%) | +12.7% |
Gross Performance Return |
+1.7% | +0.7% | +24.5% | +3.4% | +14.0% |
Benchmark Index^ | +2.0% | +3.1% | +19.8% | +6.0% | +10.5% |
^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.