How to use the statistics

These statistics are aimed at providing intermediaries with more flexible information than just the total return and volatility scores of a fund in a specific sector. For bond funds, as well as equity income portfolios, we include income earned over 12 months, based on a £1,000 initial investment. IFAs can use these figures to compare the levels of income earned in a particular fund, over and above the total return figures, which are displayed before charges. This is to show that while a fund may have the highest total return, it may have a low level of income offered. For example, ...