Our performance
RIT has meaningfully outperformed global equity markets since listing on the London Stock Exchange in 1988.
Delivering growth and long-term performance
1 As at 31 October 2024
2 The ACWI refers to the MSCI All Country World Index and is calculated using 50% of the index measured in Sterling and 50% measured in a Sterling hedged ACWI. The Sterling hedged ACWI is used as it incorporates hedging costs, which the portfolio also incurs, to protect against currency risk. It is applied from 1 January 2015 (from when it is readily available), and prior to this date it uses the index measured in local currencies. Before December 1998, when total return indices were introduced, the index is measured using a capital-only version
3 With dividends reinvested
4 The CPI refers to the United Kingdom Consumer Price Index as calculated by the Office for National Statistics and published monthly. It is the UK Government’s target measure of inflation and, from 1 January 2022, is used as a measure of inflation in one of the Company’s KPIs, CPI plus 3.0% per annum
Half Yearly Report to June 2024
The first half of 2024 was another period of significant progress for RIT. Our Half Yearly Report to June 2024 provides an overview of our performance during the year.
