2015’s Winners and Losers
With the world seemingly coming to an end it might surprise you that most of the funds you invest in actually provided you with a positive return during 2015.
- Vanguard
- +0.89%return 01/01/15 to 31/12/15
-
FTSE UK All Share Index Plus
- Dimensional
- -6.82%return 01/01/15 to 31/12/15
-
UK Value Fund
- Dimensional
- +13.43%return 01/01/15 to 31/12/15
-
UK Smaller Companies Fund
- Dimensional
- +0.09%return 01/01/15 to 31/12/15
-
International Value Fund
- Dimensional
- +3.89%return 01/01/15 to 31/12/15
-
International Core Equity Fund
- Dimensional
- -10.32%return 01/01/15 to 31/12/15
-
Emerging Markets Core Equity Fund
- Dimensional
- +1.30%return 01/01/15 to 31/12/15
-
Global Short Dated Fund
- Vanguard
- +1.25%return 01/01/15 to 31/12/15
-
Global Bond Index
- Legal & General
- -1.10%return 01/01/15 to 31/12/15
-
All Stocks Index Linked Gilt Index
As to what happens next, no-one knows for sure. That is the nature of risk. As Investors we can in the meantime protect ourselves by diversifying broadly across and within asset classes. Remember that first rule of investing – diversify, diversify, diversify.
It works too – as equity markets have fallen in the past few weeks bonds, in response, have rallied.
(Source: Dimensional Fund Advisors/Vanguard/Legal & General)
Past performance is shown net of Dimensional and Legal & General fees/Vanguard funds are chosen gross. Past performance does not necessarily indicate future performance. The investment return and principal value will fluctuate so that an investment’s shares/assets, when redeemed, may be worth more or less than their original cost.