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Performance

The below table displays net performance of the Perennial Value Trusts. Net performance is based on the redemption price for the period and assumes that all distributions are reinvested. Past performance is not a reliable indicator of future performance.

As at  31 May 2017Monthly %Quarter %FYTD %1 Year % p.a.3 Years % p.a.5 Years % p.a.Since inception % p.a.
Value Shares -1.81.914.510.75.411.510.0
Value Shares for Income -2.50.114.910.84.911.96.5
Value Smaller Companies0.4-1.312.710.75.05.79.7
Value Microcap Opportunities 1.1-1.7-----0.2
Value Wealth Defender-2.00.39.96.93.1-3.1
Value Shares Wholesale -1.81.914.510.75.411.68.8
Volatility Alpha3.6-----4.3