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Performance

The below table displays net performance of the Perennial 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 August 2017Monthly %Quarter %FYTD %1 Year % p.a.3 Years % p.a.5 Years % p.a.Since inception % p.a.
Value Shares-0.6-0.7-0.775.69.99.7
Value Shares for Income-0.6-0.6-0.67.859.76.2
Value Smaller Companies-0.32.72.77.46.65.69.9
Value Microcap Opportunities3.811.311.3 -20.1
Value Wealth Defender-0.80.10.16.33.7-3.0
Value Shares Wholesale-0.6-0.7-0.76.95.6 9.98.5
Volatility Alpha -1.4-3.9-3.9---0.2
Active Plus  -0.5-0.4-0.4----0.8