1 Month | 3 Months | 1 Year | 3 Years
(annualised)
|
5 Years (annualised)
|
|
Adjusted NAV Return |
(2.9%) | (13.7%) | (4.3%) | +5.0% | +6.9% |
Total Shareholder Return |
+1.1% | (7.4%) | (0.6%) | (0.3%) | +8.9% |
Gross Performance Return |
(2.7%) | (13.5%) | (1.7%) | +7.4% | +9.9% |
Benchmark Index^ | (1.6%) | (4.3%) | +11.7% | +10.3% | +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.