RETURNS BY PORTFOLIO MERGING OF 50% SHARES - 50% 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 - 15%
Shares US - 10%
Equities emerging markets - 10%
Shares USA property - 5%
Shares global small companies - 5%
Shares US small companies value - 5%
Secure corporate bonds - 15%
European high-yield corporate bonds - 15%
Global corporate bonds - 10%
High-yield corporate bonds - 5%
Government bonds high-yield - 5%