|
|
||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|||||||||||||
| Where I Am? | Viewer ==> Why the FTSE isn’t a great benchmark for a diversified portfolio | |||||||||||||
Portfoliometrix |
|
|---|
| Portfoliometrix | Q1 of 2024 | 2 years 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.
|
Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.Asset manager Investment Solutions was rebranded Alex Forbes Investments in 2017.DYN |
|||||||||||||
| Disclaimer |
|---|
| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |