2015’s Winners and Losers - Brett Investment
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Investing - 2015 Winners and Losers

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.

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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.