|
EQUITY
|
FIXED INTEREST
0%
|
20/80
20%
|
40/60
40%
|
60/40
60%
|
80/20
80%
|
EQUITY
100%
|
|
UK EQUITY
|
0%
|
10%
|
20%
|
30%
|
40%
|
50%
|
|
UK MARKET
UK VALUE STOCKS
UK SMALL COMPANY STOCKS
WORLD EX UK EQUITY
|
0
0
0
0%
|
4
3
3
10%
|
8
6
6
20%
|
12
9
9
30%
|
16
12
12
40%
|
20
15
15
50%
|
|
WORLD EX UK MARKET
WORLD EX UKVALUE STOCKS
WORLD EX UK SMALL COMPANY STOCKS
EMERGING MARKET STOCKS
|
0
0
0
0
|
3
3
2
2
|
6.
6
4
4
|
9
9
6
6.
|
12
12
8
8
|
15
15
10
10
|
|
FIXED INTEREST
UK TREASURY BILLS
|
100%
100
|
80%
80
|
60%
60
|
40%
40
|
20%
20
|
0%
0
|
|
ONE YEAR TOTAL RETURN (%)
ENDING 12/31/07
THREE YEARS ANNUALISED RETURN (%)
ENDING 12/31/07
FIVE YEARS ANNUALISED RETURN (%)
ENDING 12/31/07
TEN YEARS ANNUALISED RETURN (%)
ENDING 12/31/07
FIFTEEN YEARS ANNUALISED RETURN (%)
ENDING 12/31/07
TWENTY YEARS ANNUALISED RETURN(%)
ENDING 12/31/07
|
5.5
4.9
4.5
4.9
5.2
6.9
|
5.3
6.8
7.0
5.5
6.2
7.8
|
5.3
8.7
9.5
6.1
7.2
8.7
|
5.2
10.7
12.1
6.6
8.1
9.4
|
5.0
12.6
14.7
7.0
8.9
10.1
|
4.8
14.5
17.2
7.3
9.7
10.7
|
|
ANNUALISED RETURN (%)
1988-2007
ANNUALISED STANDARD DEVIATION (%)
1998-2007
|
6.9
3.4
|
7.8
4.6
|
8.7
7.7
|
9.4
11.1
|
10.1
14.7
|
10.7
18.3
|
|
LOWEST ONE-YEAR RETURN (%)
LOWEST ANNUALISED THREE-YEAR RETURN (%)
|
3.4
(2/03-1/04)
3.7
(9/01-7/04)
|
-3.6
(4/02-3/03)
0.6
(4/00-3/03)
|
-10.5
(4/02-3/03)
-3.3
(4/00-3/03)
|
-17.2
(4./02-3/03)
-7.2
(4/00-3/03)
|
-23.5
(4/02-3/03)
-11.1
(4/00-3/03)
|
-29.5
(4/02-3/03)
-15.0
(4/00-3/03)
|
|
HIGHEST ONE-YEAR RETURN (%)
HIGHEST ANNUALISED THREE-YEAR RETURN (%)
|
15.6
(10/89-9/90)
14.0
(8/88-7/91)
|
18.7
(1/89-12/89)
14.0
(6/88-5/91)
|
27.4
(9/92-8/93)
16.4
(2/91-1/94)
|
39.3
(9/92-8/93)
20.4
(2/91-1/94)
|
52.2
(9/92-8/93)
24.4
(2/91-1/94)
|
66.1
(9/92-8/93)
28.4
(2/91-1/94)
|
|
GROWTH OF £1
1988-2007
|
£3.78
|
£4.50
|
£5.28
|
£6.07
|
£6.87
|
£7.63
|
