It’s a stat…and that’s that! – Diversified Growth Funds
Performance spreads of vehicles in the DGF universe (GBP) up until the end of Q3 2018 based on gross returns*
Cash + <3%*
|3rd Qtr||0.35% to 1.87%|
|1 year||0.22% to 5.05%|
|3 years (annualised)||2.98% to 9.21%|
Best performing vehicle over a 3 year period based on gross annualised returns: Fidelity Diversified Markets Fund
Cash + 3% to 5%*
|3rd Qtr||-3.87% to 2.59%|
|1 year||-4.85% to 8.98%|
|3 years (annualised)||0.52% to 13.10%|
Best performing vehicle over a 3 year period based on gross annualised returns: AB (AllianceBernstein) Dynamic Diversified Beta
Cash + 5% to 7%*
|3rd Qtr||-4.53% to 2.38%|
|1 year||-6.37% to 7.53%|
|3 years (annualised)||0.21% to 13.08%|
Best performing vehicle over a 3 year period based on gross annualised returns: Invesco Balanced-Risk Allocation Composite
*Gross returns based on asset manager data populated in CAMRADATA Live @ 30th September 2018.
Our investment research report for Q3 2018 into the DGF universe is available to view online.
Login to CAMRADATA Live and go to our Publications & Reports to view this report.
Missed out on last week’s stat? Click here to take a look at our the new products added to CAMRADATA Live in 2018.
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