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

  Portfoliometrix   Q1 of 2024 | 1 year 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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Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.

Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.

Asset manager Marriott Unit Trusts Manco was founded in 1987.

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Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.