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| Where I Am? | Viewer ==> Why the FTSE isn’t a great benchmark for a diversified portfolio | |||||||||||||
Portfoliometrix |
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| Portfoliometrix | Q1 of 2024 | 3 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.
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Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.DYNWhile being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry |
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| Disclaimer |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |