RETURNS BY PORTFOLIO MERGING OF 30% SHARES - 70% BONDS

Annual returns from 2010 to 2017 after fund costs

 

*Returns for 2017 from the beginning of the year to the date 31/3.
 
 

Portfolio composition in 11 investment funds

Shares Europe - 9%
Shares US - 6%
Shares emerging markets - 6%
Shares USA property - 3%
Equity global small companies - 3%
Shares US small companies value - 3%
Secure corporate bonds - 21%
European high-yield corporate bonds - 21%
Global corporate bonds - 14%
High-yield corporate bonds - 7%
Government bonds high-yield - 7%