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:
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