If you are wondering what the difference between the fund returns and the index returns are, you're in the right place. The fund returns and index returns are in fact coming from two different places and show you two different things, let me explain:
Fund Returns: Show you exactly what returns our funds have produced since we have released them.
Index Returns: Show you the returns of the index that we are tracking.
First we need to understand what an index and index fund is. The investopedia definition of an index is "an indicator or measure of something", in this case, what we are measuring is the performance of a certain market (by tracking the companies in the market). An index fund is "investments made up of stocks that mirror the companies and performance of a market index".
All of our funds track a particular index and all of the data comes from a separate company called S&P Dow Jones. They provide us with all the information about the companies and how their shares are tracking.
Because an index is just a measure of something, it can date back as far as the data goes, so the index returns for an index often date back over 10+ years. The fund returns however show you the returns of the fund since it was launched and therefore often have a much shorter timeframe.
Most of our funds are only 1-2 years old, so the only fund returns we can display are the 3-month and 1-year returns. In order for us to give customers an indication of longer-term performance, we provide index returns, which often has enough to show returns up to 10 years.
Here is an example of the Global 100 Fund.
The index can be found here: Global 100 index
The Fund Returns:
(Note - how the data only goes up to 1 year)
The Index Returns:
(Note - how this data goes up to 5 years - showing you returns over a longer period than the Fund Returns)