1 Month | 3 Months | 1 Year | 3 Years
(annualised)
|
5 Years (annualised)
|
|
Adjusted NAV Return |
+4.0% | +15.6% | +33.8% | +4.5% | +12.0% |
Total Shareholder Return |
+0.9% | +8.4% | +26.9% | (1.2%) | +13.7% |
Gross Performance Return |
+4.6% | +17.0% | +37.4% | +6.6% | +15.1% |
Benchmark Index^ | +4.4% | +9.6% | +22.7% | +7.5% | +10.7% |
^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.