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.
The value of investments and the income they produce can fall as well as rise, you may get back less than you invested.
Please leave your details and click submit to subscribe.
You can OPT-OUT at any given time if you no longer wish to receive our updates!