BR Performance

Below we consider the performance of the unlisted BR services in the market today, based on the share price data supplied by the relevant managers.

Please note: where a specific service does not appear below, it is because the manager has decided not to make the service’s share price data available to MICAP subscribers. Where a service has more multiple investment options, the data below reflects an equally weighted allocation to each investment option.

Annualised Total Return Since Inception vs Minimum Target Return

The default view shows the annualised total return of all BR services since inception, in relation to the minimum target return of that service. You can select a service on the y-axis to reveal the underlying share price data.

Professional Licence subscribers can see the funds’ names on the graph below, and can hover over the data on the chart to see a breakdown of that data.

Annualised total return	Current minimum target return

Below you can see the annualised total return of all BR services since inception vs the total number of years the service has been in operation. Each dot represents an individual fund.

Professional Licence subscribers can hover over an individual dot to find out more about that particular fund.

The following has been printed solely for on 23 April 2024, and should not be relied upon by any other party

BR Performance

Annualised Total Return Since Inception vs Minimum Target Return

Annualised Total Return Since Inception vs Number of Years in Operation