Investment Performance

How Has Our Allocation Methodology Performed?

On the Our Philosophy page we set out the longer term results of our Asset Allocation approach if it had been applied over ten years. These are simulated past performance records and do not reflect actual results. Below we show the results that would have been achieved cumulatively 5 years to 03.10.14:

AA.5Yr.Oct14

Cumulative simulated results to 03.10.14 (before charges)

 Total Return   5 Years     3 Years     1 Year  
 FTSE All Share 97.3% 28.4% 13.2%
 Gilts 27.0% 14.2% 1.1%
 Cash 2.5% 1.5% 0.5%
 Asset Allocation 77.1% 30.7% 10.3%
       

Simulated results of our asset allocation methodology versus other asset classes to 03.10.14 (before charges)

 Total Return        Year 1   Year 2   Year 3   Year 4   Year 5 
 FTSE All Share 16.6% -5.1% 17.2% 19.7% 4.0%
 Gilts 7.9% 8.7% 8.3% -3.3% 3.7%
 Cash 0.5% 0.5% -3.3% 0.5% 0.5%
 Asset Allocation 13.8% 0.3% 3.7% 13.4% 4.2%

Year by year performance over the last 5 years

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