1 Month | 3 Months | 1 Year | 3 Years
(annualised)
|
5 Years (annualised)
|
|
Adjusted NAV Return |
+7.6% | +15.0% | +29.7% | +4.5% | +11.6% |
Total Shareholder Return |
+4.1% | +13.3% | +15.8% | (1.2%) | +13.1% |
Gross Performance Return |
+8.0% | +15.9% | +32.9% | +6.3% | +14.5% |
Benchmark Index^ | +4.6% | +10.5% | +17.6% | +7.6% | +9.8% |
^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.