2014’s Winners and Losers
It is always interesting to look back at the winners and losers of the past year…and this year’s top performer may well surprise you!
With global stock market returns varying widely – while Israel rose by almost 40%, Greece fell by about 30% – our own FTSE 100 Index delivered a miserly return of 0.7%.
In contrast UK Government Index Linked Gilts delivered an astonishing return of +19%; this coupled with decent returns from Global Bonds (+7.7%) and the S & P 500 (+13.75) meant our 50/50 portfolio delivered a respectable return of 4% for the year!
(Source: Dimensional Fund Advisors/Standard Life Wrap/Trust Net)
This article is distributed for educational purposes and should not be considered investment advice or an offer of any security for sale. This article contains the opinions of the author but not necessarily the Firm and does not represent a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed.
Past performance is not indicative of future results and no representation is made that the stated results will be replicated. Errors and omissions excepted.