Sep 8
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Historical Investment Returns

 

Segregated Income Accounts (Cumulative Returns to 30 September each year)

Year

2009

2008

2007

2006

2005

7 Year *

Return on funds managed by Appian

4.35%

2.51%

2.88%

2.55%

4.00%

26.18%

Benchmark**

2.60%

5.07%

4.23%

3.00%

2.35%

23.47%

 

* Up to 2003, Appian portfolio managers were trading as Aberdeen Asset Management Ireland Limited.

** 3 month Euribor plus 25 basis points (previously 15 basis points to September 2005).

NB:  Past performance may not be a guide to future performance.  The above returns are before any capital gains tax or other applicable taxation that a particular investor may be subject to.