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Q:
Every month at the top of What Investment’s unit trust and investment trust performance tables there is a section entitled FTSE 100 TR and FTSE All Share TR. Could you please tell me what these terms mean?
D Norris
Via email
A:
The letters TR attached to any index indicates Total Return (i.e. showing the effect of reinvesting dividend payments). When CR is attached it shows the Capital Return (that is, the return generated solely from the movement in the share price). The Total Return figure is, therefore, usually higher than the Capital Return figure and this gap tends to become greater the longer the period of time involved.
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