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.