Why the FTSE isn’t a great benchmark for a diversified portfolio - TopFunds
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        Why the FTSE isn’t a great benchmark for a diversified portfolio

  Portfoliometrix   Q1 of 2024 | 5 months ago

UK retail clients often use the FTSE 100 or FTSE All Share as a benchmark for measuring how their portfolios are performing. As these are the most widely quoted indices in the UK news this is understandable, but they aren’t good benchmarks for any client who owns a diversified portfolio.


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5-Year Manco Review: Coronation

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Sailing your investment portfolio into the sunset

Sustainability of investments and assets

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SA REMAINS RESILIENT IN ITS TRANSITION TOWARDS RENEWABLE ENERGY

Did You Know ?
In 2023, Allan Gray Manco is celebrating its 50th birthday of existence , founded in 1973.
In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.
Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.
Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.

©2012-2024 NGCSOFT

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        Why the FTSE isn’t a great benchmark for a diversified portfolio

  Portfoliometrix   Q1 of 2024 | 5 months ago

UK retail clients often use the FTSE 100 or FTSE All Share as a benchmark for measuring how their portfolios are performing. As these are the most widely quoted indices in the UK news this is understandable, but they aren’t good benchmarks for any client who owns a diversified portfolio.


More Unit Trusts News
5-Year Manco Review: Coronation

5-Year Manco Review: Allan Gray

5 year Manco Review Series Intro

Resurfacing of Retention Funds

Anchor Credo Update

Apex Group Acquires BCI and BIP

More Manco Views
More savings, less tax – take advantage by contributing more to your retirement fund(s)

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The role of data science in money management

H4 Sygnia Foord Momentum Absa
©2012-2024 NGCSOFT