Lowth, Simon Jonathan

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end date:
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Organisation From Until Service
years
Total
Return
CAGR
total
return
CAGR
relative
return
1 ASTRAZENECA INTERMEDIATE HOLDINGS LIMITED 2007-11-30 2013-10-31 5.92  
2 ASTRAZENECA PLC 2007-11-05 2013-10-31 5.99  
3 ASTRAZENECA UK LIMITED 2007-11-08 2013-10-31 5.98  
4 BG ENERGY HOLDINGS LIMITED 2014-05-06 2016-02-15 1.78  
5 BG GROUP LIMITED (GBEN) 2013-12-02 2016-02-15 2.20  
6 BG INTERNATIONAL LIMITED (GBEN) 2014-05-06 2016-02-15 1.78  
7 BRITISH PHARMA GROUP LIMITED 2012-07-13 2013-09-01 1.14  
8 BRITISH TELECOMMUNICATIONS PUBLIC LIMITED COMPANY 2017-10-17 8.30  
9 BT GROUP PLC 2016-07-12 9.57  
10 OPENREACH LIMITED 2017-12-15 8.14  
11 SCOTTISH POWER LIMITED 2003-09-01 2007-04-23 3.64  
12 SCOTTISH POWER UK GROUP LIMITED 2005-12-07 2007-04-23 1.37  
13 SCOTTISH POWER UK HOLDINGS LIMITED 2005-06-13 2007-04-23 1.86  
14 SCOTTISH POWER UK PLC 2005-06-13 2007-04-23 1.86  
15 SCOTTISHPOWER NA 1 LIMITED 2005-06-13 2007-04-23 1.86  
16 SCOTTISHPOWER NA 2 LIMITED 2005-06-13 2007-04-23 1.86  
17 SCOTTISHPOWER OVERSEAS HOLDINGS LIMITED 2006-08-14 2007-04-23 0.69  
18 SMITH & NEPHEW PLC 2024-01-01 2.10  
19 SP FINANCE 2006-07-31 2007-04-23 0.73  
20 SP FINANCE 2 LIMITED 2006-02-28 2007-04-23 1.15  
21 SP FINANCE 4 LIMITED 2006-07-21 2007-04-23 0.76  
22 SP FINANCE 5 LIMITED 2006-07-21 2007-04-23 0.76  
23 * STANDARD CHARTERED PLC 2010-05-01 2016-07-31 6.25 -60.58% -13.86% -17.32%
Average -13.86% -17.32%

* = is or was HK primary-listed

Total returns are measured from the latest of the start date, the appointment date and 3-Jan-1994 until the earliest of the end date, the resignation/removal date and the last trading date. CAGR is the annualised return and is not shown for periods under 180 days. Relative returns are to the Tracker Fund of HK (2800), starting from the latest of 12-Nov-1999, the appointment date and the chosen start date.


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