EQUINOX | STATISTICS
Sector portfolio returns 6 months %
1 year %
3 years %
5 years %
10 years %
-3.80
1.37
16.51
22.99
112.87
UT UK Equity Income Sector
4.19
10.65
13.30
19.89
98.64
UK Dynamic
-9.58
-1.42
21.99
37.51
164.94
UT UK Equity All Companies Sector
-0.95
5.86
14.81
24.33
103.01
Global Established
-3.13
1.04
40.46
60.38
234.99
1.10
7.39
37.79
56.33
168.35
Global Speculative
-8.22
-10.81
16.95
43.64
112.46
UT Global Emerging Mkts Sector
-4.27
-7.54
14.62
26.42
70.76
Equilibrium AIM **
-15.46
-4.88
18.68
33.00
292.69
FTSE AIM All Share
-12.87
-11.81
18.18
20.25
51.79
Alternative Equity
3.90
8.82
12.15
20.41
72.11
UT Mixed Asset 20-60% Shares
-0.30
3.30
14.14
19.44
63.59
7.07
9.31
8.38
16.22
60.02
7.04
11.96
6.82
15.53
44.30
Fixed Interest Portfolio
-5.49
-4.35
13.68
20.80
60.53
UT Sterling Corp Bond Sector
-5.13
-4.29
5.62
10.00
47.35
Equity Portfolios UK Conservative Equity
Global Established Benchmark
*
Property Portfolio Composite Property Benchmark
* ** ***
***
Global Established Benchmark is 40% UT North America, 40% UT Europe Ex UK, 20% Japan. Performance data prior to 17 March 2015 (launch date) is calculated using the backtested model portfolio. Composite Property Benchmark is an equal weighting of all eligible funds in the UT Property Sector. Property portfolio switched to cash 15 June 2012 to 11 April 2013 as we did not hold property funds in this period.
Figures are highlighted in green where they are in excess of the relevant ‘Mixed Asset’ sector.
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