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ST JAMES PLACE UK HIGH INCOME - Fund performance

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Discrete years

Cumulative

  09/10 10/11 11/12 12/13 13/14 1 mth 3 mths 6 mths 1 yr 3 yrs 5 yrs
Absolute 130.7 107.2 109.1 115.7 113.5 99.0 103.2 108.2 113.5 143.2 201.0
Relative to "FTSE ALL-SHARE" -14.0 -1.0 +8.0 -1.0 +4.0 +2.0 +4.0 +3.0 +4.0 +11.0 -6.0
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Sector percentile ranking (1=best, 100=worst)   45 32 75

Table based on bid-to-bid data to March 31, 2014 with net dividends reinvested. Source: Lipper

Statistical

Volatility 10% (over last 3 years)
Relative Volatility 0.85
Correlation to Benchmark 82%
Correlation to FTSE All Share Index 82%

 

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