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| == Valuation == | | == Valuation == |
| From previous figures and tables which compare the performance of the Fund and the Index, it is valid to predict the potential returns of investing in this Fund by predicting the performance of the S&P 500 Index, as the performance of the Fund has been shown to match closely with that of the Index. The S&P 500 Index has returned a historic annualised average return of around 11.88% since its 1957 inception until the end of 2021. Despite extremely difficult economic times during that period, the Index has still managed to achieve such a significant return annually when averaged. From this, it is valid to assume that over the long-term, investors can expect positive returns by investing in the Fund, which can grow substantially if the effects of compounding returns are taken advantage of.
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