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    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more information, visit the Financial Times Lexicon.

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    The percentage of assets deducted from a mutual fund each fiscal year to pay for fund expenses, including management fees and other operating costs. For more information, visit the Financial Times Lexicon.

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    The place where a person or company establishes residence for tax purposes. For more information, visit the Financial Times Lexicon.

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    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more information, visit the Financial Times Lexicon.

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    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more information, visit the Financial Times Lexicon.

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    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more information, visit the Financial Times Lexicon.

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    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more information, visit the Financial Times Lexicon.

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    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more information, visit the Financial Times Lexicon.

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    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more information, visit the Financial Times Lexicon.

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    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more information, visit the Financial Times Lexicon.

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    A way of measuring the historical risk-adjusted return on an investment. It is the average previous return minus the risk-free return, divided by the standard deviation (a measure of risk that looks at the diversion of actual returns from expected returns). For more information, visit the Financial Times Lexicon.

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    In a series of variables, a way of measuring the extent to which any one of those variables approaches the average of that series. For more information, visit the Financial Times Lexicon.

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    A fund open only to financial institutions. For more information, visit the Financial Times Lexicon.

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    A measure of a stock's expected return that cannot be attributed to overall market volatility. In other words, the amount the price of a stock is likely to rise or fall due to reasons specific to the company rather than due to the market as a whole.

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    This stands for Undertakings for Collective Investments in Transferable Securities. This is the European regulatory framework for an investment vehicle that can be marketed across the EU. Designed to enhance the single market while maintaining high levels of investor protection, it has also become successful in Asia and Latin America. For more information, visit the Financial Times Lexicon.

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    An individual savings account (ISA) is a tax wrapper available to residents of the UK. By using an ISA you can invest in cash or longer-term investments such as stocks and shares or insurance and not pay tax on most of the income (this is why it is called a tax wrapper). For more information, visit the Financial Times Lexicon.

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    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more visit the Financial Times Lexicon

  • AddRemove

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more visit the Financial Times Lexicon

  • AddRemove

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more visit the Financial Times Lexicon

  • AddRemove

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more visit the Financial Times Lexicon

  • AddRemove

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more visit the Financial Times Lexicon

  • AddRemove

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more visit the Financial Times Lexicon

  • AddRemove

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more visit the Financial Times Lexicon

  • AddRemove

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more visit the Financial Times Lexicon

  • AddRemove

    A way of measuring the historical risk-adjusted return on an investment. It is the average previous return minus the risk-free return, divided by the standard deviation (a measure of risk that looks at the diversion of actual returns from expected returns). For more visit the Financial Times Lexicon

  • AddRemove

  • AddRemove

    In a series of variables, a way of measuring the extent to which any one of those variables approaches the average of that series. For more visit the Financial Times Lexicon

  • AddRemove

  • AddRemove

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    The percentage of assets deducted from a mutual fund each fiscal year to pay for fund expenses, including management fees and other operating costs. For more visit the Financial Times Lexicon

  • AddRemove

  • AddRemove

    A fund open only to financial institutions. For more visit the Financial Times Lexicon

  • This stands for Undertakings for Collective Investments in Transferable Securities. This is the European regulatory framework for an investment vehicle that can be marketed across the EU. Designed to enhance the single market while maintaining high levels of investor protection, it has also become successful in Asia and Latin America. For more visit the Financial Times Lexicon

  • AddRemove

    An individual savings account (ISA) is a tax wrapper available to residents of the UK. By using an ISA you can invest in cash or longer-term investments such as stocks and shares or insurance and not pay tax on most of the income (this is why it is called a tax wrapper). For more visit the Financial Times Lexicon

  • AddRemove

    A measure of a stock's expected return that cannot be attributed to overall market volatility. In other words, the amount the price of a stock is likely to rise or fall due to reasons specific to the company rather than due to the market as a whole.

  • AddRemove

The performance data shown in tables and graphs on this page is calculated in GBP of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.

The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). FT has not selected, modified or otherwise exercised control over the content of the videos or white papers prior to their transmission, or their receipt by you. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus.

The information made available to you does not constitute the giving of investment advice or an offer to sell or the solicitation of an offer to buy any security of any enterprise in any jurisdiction. The securities listed above are not registered and will not be registered for sale in the United Sates and cannot be purchased by U.S. investors as the securities can only be purchased in jurisdictions where they have been registered for sale or where an exemption from registration applies. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Persons is not permitted except pursuant to an exemption from registration under U.S. securities laws, which may not be available; and the availability of the information through the website does not alter or change the persons eligible to purchase the security.

All managed funds data located on FTAdviser.com is subject to the FTBusiness Terms & Conditions. All content on FTAdviser.com is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by FTAdviser and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.

All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2012
All Rights reserved

© 2017 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.