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Annual Returns of Asset Classes

An Uncertain World

Annual returns (%) of major asset classes available to UK-based investors.

Source: Morningstar, as at 31/12/2016. Total return in sterling, discrete calendar years shown. The underlying index of each asset
class is as follows – cash: ICE LIBOR 3 Month GBP; property: IPD UK All Property TR; global bonds: BofA Merrill Lynch Global
Broad Market (GBP Hedged); government bonds: FTSE Gilts All Stocks TR; non-government bonds: Markit iBoxx GBP NonGilts
TR; UK small caps: FTSE Small Cap Ex Invest Trust TR; UK large caps: FTSE 100 TR; European equity: MSCI Europe Ex UK GR;
Japan equity: MSCI Japan GR; Asian equity: MSCI AC Asia GR; gold: LBMA Gold Price PM; commodities: Bloomberg Commodity
TR; US large car: DJ Industrial Average TR.

PAST PERFORMANCE IS NOT A GUIDE TO FUTURE PERFORMANCE
Annual Returns of Asset Classes Document Download
Disclaimers:

The value of investments and the income they produce can fall as well as rise, you may get back less than you invested.

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