Securities Trust of Scotland > Performance
Performance
 
 
Past performance is not a guide to future performance.
 
Maximum Drawdown measures the worst investment period. Annualised Volatility is measured by standard deviation of annual returns.
 

The value of the Trust, and any income from it, may go down as well as up and investors may get back less than they invested. Returns may increase or decrease as a result of currency fluctuations. This data is provided for information only and should not be reproduced, published or disseminated in any manner. Although we consider the data to be reliable, no warranty is given as to its accuracy or completeness. Any comparisons against indices are for illustrative purposes only. 

 

Source: Lipper, Since Launch 28 July 2005 to 31 October 2020
 
Income generated may fall as well as rise and past performance is not a guide to future performance. 
 
Source: Troy Asset Management Limited/Bloomberg, 31 October 2020.
Source: Thomson Reuters Datastream, 31 August 2020
 
Discrete Calendar Annual Returns (%) 2005* 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 YTD Ann
Return*
Securities Trust of Scotland PLC +14.9% +26.1% -6.1% -31.1% +19.6% +21.2% +10.7% +14.8% +19.4% +0.8% -5.4% +35.8% +6.8% -7.9% +39.3% -6.8% +8.4%
Lipper Global Equity Global Income +17.1% +6.0% +9.2% -20.8% +18.8% +12.3% -2.6% +11.2% +16.3% +9.5% -0.4% +25.9% +8.2% -6.2% +16.8% -9.4% +6.6%

*Since Launch 28 June 2005

 

Past performance is not a guide to future performance.
 

The value of the Trust, and any income from it, may go down as well as up and investors may get back less than they invested. Returns may increase or decrease as a result of currency fluctuations. This data is provided for information only and should not be reproduced, published or disseminated in any manner. Although we consider the data to be reliable, no warranty is given as to its accuracy or completeness. Any comparisons against indices are for illustrative purposes only. 

 

Source: Lipper, Since Launch 28 July 2005 to 31 October 2020.

 

 

To see the past performance of Troy’s Global Income Strategy please click here and navigate to the performance section of the page.

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