Measuring Performance

Hansa Trust adopted an absolute benchmark rationalising that tracking an index did not allow investors to consider real changes in the value of their investment whereas an absolute benchmark which would always have an increasing value would more easily demonstrate the performance of Hansa Trust.

The benchmark, which has been used since April 2003, is derived from three years rolling average composite of a five year UK Government bond yield plus 2% with interest being re-invested semi-annually.

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