Saturday, 10 April 2021

Q1 2021 Returns

 

Bloomberg TickerPercentage
Value Fund15%
DignityDTY9%
Rolls RoyceROLLS8%
BIFFABIFF7%
B&C Speakers BEC7%
GYM GroupGYM6%
UnileverULVR6%
StafflineSTAFF LN6%
Philip MorrisPM6%
StellantisFCAU6%
Bayer AGBAYER5%
Dolphin CapitalDCI4%
GrenkeGRENKE4%
Imperial BrandsIMB3%
Allied MindsALM3%
Card FactoryCARD2%
OnthemarketOTM2%
Spectrum Brands  SPB1%
GBP Cash1%
Quarterly ReturnQuarterly Benchmark Return
7.08%4.33%
Return Since InceptionBenchmark Return since Inception
42.78%223.09%
Annualised ReturnAnnualised Benchmark Return
3.23%15.28%

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