EQUINOX | STATISTICS
Market returns 6 Months %
1 Year %
3 Years %
5 Years %
10 Years %
FTSE 100 Index (UK)
9.31
17.15
14.19
26.11
94.67
FTSE 250 Index (UK Mid Cap)
-5.20
0.35
16.98
26.71
143.06
FTSE AIM All-Share
-12.87
-11.81
18.18
20.25
51.79
S&P 500 Index (USA)
8.57
18.58
60.62
94.70
347.98
MSCI Europe Ex UK Index
-1.17
5.71
26.58
37.44
149.33
Topix (Japan)
-5.01
-5.25
14.26
22.33
127.33
MSCI Emerging Markets Index
-1.68
-6.07
13.70
27.89
71.51
Equity Markets
Fixed Interest FTSE Actuaries UK Conventional Gilts All Stocks
-4.34
-5.69
-0.48
2.34
31.52
UT Sterling Corporate Bond Sector
-5.13
-4.29
5.62
10.00
47.35
UT Sterling High Yield Sector
-3.64
-1.34
10.85
18.05
57.12
Bank of England Base Rate
0.15
0.20
1.01
2.05
4.45
UK Consumer Price
3.02
5.85
8.22
12.98
21.38
Other Measures
* Property benchmark is a composite of all eligible funds in the UT Property sector.
Risk warnings and notes Past performance is never a guide to future performance. Investments will fall as well as rise. Any performance targets shown are what we believe are realistic long-term returns. They are never guaranteed.
• Your own performance may vary from the model due to dividend pay dates, transaction dates, contributions and withdrawals.
Unless stated otherwise:
• Actual performance may also differ slightly due to constraints over how we can reflect fees and discounts from fund managers. These are assumed not to change over the whole investment period. In reality, discount levels change as we change the funds in which we invest.
• All performance statistics are from Financial Express Analytics on a bid-bid basis with income reinvested.
• Individual sector portfolios are shown with no charges taken off or fund manager discounts applied.
• All performance data is to 5 April 2022.
For details of your own portfolio performance, please refer to your half-yearly statement from the wrap platform in which you are invested. We will also provide personalised performance information at your regular reviews.
None of the information in this document constitutes a recommendation. Please contact your adviser before taking any action.
• Model portfolio performance is stated after a 0.5% investment management fee with no adjustment for financial planning or platform charge.
41
