Performance

The graph and table below show the historical performance of Meriti Capital's discretionary Corporate Bond portfolio after fees. The performance history before April 2022 (dashed line in the graph) is a simulated past performance calculated on the responsible manager's investment performance with a similar investment policy with previous clients.

2026 0,14% 0,70% -0,83% 1,13% 0,99% 0,26% 0,56% 0,29% 0,13% +3,40%
2025 0,59% 1,27% 0,20% 0,14% 1,25% -0,13% 1,15% 0,48% -1,52% 0,65% 0,27% 0,80% 5,24%
2024 0,70% 0,71% 0,50% 0,97% 0,82% 1,88% 0,62% 0,89% 1,31% 0,51% 1,01% 0,29% 11,16%
2023 1,28% 0,84% -0,13% 1,03% -0,34% -0,30% 1,09% -0,04% 0,43% -0,21% 0,83% 1,27% 5,88%
2022 0,41% -0,53% 0,60% 0,32% 0,88% -1,51% 0,04% 1,04% -1,70% -1,11% 0,91% 0,29% -0,41%
2021 1,30% 2,59% 2,38% 0,31% 0,24% 3,35% 0,91% 1,23% 1,11% 0,83% 0,23% 0,59% 16,09%
2020 0,84% -0,92% -11,72% 5,98% 2,32% 2,64% 1,79% 1,59% 1,83% 0,21% 0,58% 0,43% 4,64%
2019 2,25% 0,45% 0,62% 0,59% -0,14% 0,91% 0,49% 0,65% 0,34% 0,32% 0,25% 0,80% 7,77%
2018 0,97% 0,38% 0,42% 0,60% -0,25% -0,12% 1,05% 0,29% 0,55% -0,22% -1,10% -0,37% 2,20%
2017 1,10% 1,37% 1,19% 1,91% 0,08% 0,13% 0,38% 0,41% -0,24% 0,71% -0,23% 0,04% 7,04%
2016 -0,86% 0,56% 0,72% 0,11% 1,20% -0,12% 1,32% 1,11% 0,85% -0,31% 1,15% 1,66% 7,61%
2015 -0,55% 0,04% 2,64% 2,47% 0,26% -0,20% 1,66% -0,79% -1,40% 1,31% -0,50% -1,97% 2,88%
2014 0,72% 1,06% 0,50% -1,36% -0,40% 1,31% 1,02% 0,29% 1,18% -2,63% -2,67% -0,94% 0,69%
2013 1,22% -1,10% 0,51% 1,08% 1,33% -1,39% 0,82% 0,36% 0,66% 1,36% 0,77% -0,30% 6,47%
2012 3,03% 0,87% 1,28% 1,50% 1,87% -0,07% 0,02% 0,39% 1,15% 2,97% 1,34% -0,09% 15,16%