RETURNS BY PORTFOLIO MERGING OF 80% SHARES - 20% 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 - 24%
Shares US - 16%
Equities emerging markets - 16%
Shares USA estate - 8%
Shares global small companies - 8%
Shares US small companies value - 8%
Secure corporate bonds - 6%
European high-yield corporate bonds - 6%
Global corporate bonds - 4%
High-yield corporate bonds - 2%
Government bonds high-yield - 2%