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  3. The fund performance graphs - Have they gone?

The fund performance graphs - Have they gone?

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  • C Offline
    C Offline
    Cart Blansh
    wrote on last edited by
    #1

    I recall IM eventually had those charts available so you could review the long term performance.

    I remember it was added because people would otherwise just add £100 to each fund so they could easily keep an eye on relative performance over time.

    I'm looking high and low and all I can seem to find are the product sheets with Will Dicksons face on them, which as before look really nice, but aren't what I want to see when looking at historical performance.

    Am I missing something, or is it back to putting £100 in each fund option to keep an eye on it's performance?

    Many thanks

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    • C Offline
      C Offline
      Cart Blansh
      wrote last edited by
      #2

      Bump. Tried looking for these again today.

      Are we genuinely back to having £100 in each fund so we can track the performance of funds and how they react to the market events over time?

      Ie, PHE looked to take a hit back in April but hasn't recovered, while PHT has.

      However the 1/3/10 yr performance bar charts on the fund PDFs simply don't show this kind of insightful information.

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      • A Offline
        A Offline
        Adam Kay
        Global Moderator
        wrote last edited by
        #3

        Hi,

        I assume you mean these:

        Screenshot 2025-07-08 at 08.27.33.png

        Unless you hold the asset you can't track it intra period. I will post the main Fact Sheets when June is widely available-in the next day or so.

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        • M Offline
          M Offline
          mikeiow
          wrote last edited by
          #4

          I find those sheets a useful historical record too, hopefully they can be posted somewhere on a regular (quarterly?) basis?

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          • A Offline
            A Offline
            Adam Kay
            Global Moderator
            wrote last edited by
            #5

            Very soon you will be able to access them monthly

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            • A Offline
              A Offline
              Adam Kay
              Global Moderator
              wrote last edited by Adam Kay
              #6

              Screenshot 2025-07-08 at 21.58.29.png

              Screenshot 2025-07-08 at 22.21.40.png

              Screenshot 2025-07-08 at 21.58.47.png

              Screenshot 2025-07-08 at 21.59.01.png

              Screenshot 2025-07-08 at 21.59.21.png

              Screenshot 2025-07-08 at 21.59.38.png

              Screenshot 2025-07-08 at 22.02.41.png

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              The value of your investments can go down as well as up, and you may get back less than you invested.

              Cobens a trading name of Astute Financial Management UK Limited is authorised and regulated by the Financial Conduct Authority. Registered Address: 4th Floor Peek House, 20 Eastcheap, London, EC3M 1EB. Registered in England and Wales No. 5850981.

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