Darwin200 wrote:2000 - 2017
You can use a FTSE Allshare index charging 0.25%(annually) for cpmparison. Pound cost averaging. Say £500 per month for the duration.
I love the SL GARS fund though as it conned the financial sector completely. Our default pension scheme had some investments in this and it always looked like snake oil. I have always self-invested in an Allshare tracker.
I know some Financial Advice companies had their own pension funds 100% invested in this. Persuaded by their own mis-information. A classic case of being hoisted by your own petard!
I am so sorry for the delay! i completely missed this! I just did a standard one period cumulative return. I did NOT add any costs to the FTSE Tracker.
Look where it ranks against the UK funds!! This is GBP Market Price Total Return 31/12/1999-31/12/2018. This is pretty compelling surely? Trackers are OK in the bull market but when things hit the fan i would want an active manager to see me through. All returns are net of costs of course.
Rights & Issues Investment Trust Ord UK Smaller Companies 1,005.34
Fidelity Special Values Ord UK All Companies 773.68
Invesco Perpetual UK Smaller Ord UK Smaller Companies 703.07
BlackRock Throgmorton Trust plc UK Smaller Companies 617.70
BlackRock Smaller Companies Ord UK Smaller Companies 585.68
Aberforth Smaller Companies Ord UK Smaller Companies 581.90
Finsbury Growth & Income Ord UK Equity Income 551.12
Lowland Ord UK Equity Income 529.03
Chelverton UK Dividend Trust Ord UK Equity Income 520.31
Athelney Trust Ord UK Smaller Companies 485.67
Mercantile Ord UK All Companies 473.14
Perpetual Income & Growth Ord UK Equity Income 432.40
JPMorgan Mid Cap Ord UK All Companies 389.06
JPMorgan Smaller Companies Ord UK Smaller Companies 358.01
Montanaro UK Smaller Companies Ord UK Smaller Companies 350.93
Value And Income Ord UK Equity Income 338.16
Schroder Income Growth Ord UK Equity Income 332.78
Temple Bar Ord UK Equity Income 296.33
Invesco Income Growth Ord UK Equity Income 262.70
Murray Income Trust Ord UK Equity Income 260.52
BMO Capital & Income Ord UK Equity Income 237.30
Aberdeen Standard Equity Inc Trust Ord UK Equity Income 225.72
City of London Ord UK Equity Income 218.54
Merchants Trust Ord UK Equity Income 217.05
Manchester & London Ord UK All Companies 201.70
Troy Income & Growth Ord UK Equity Income 196.44
Standard Life UK Smaller Co. Ord UK Smaller Companies 172.27
Keystone Ord UK All Companies 164.62
Investment Company Ord UK Equity Income 145.77
Dunedin Income Growth Ord UK Equity Income 140.11
Edinburgh Investment Ord UK Equity Income 137.38
JPMorgan Claverhouse Ord UK Equity Income 132.69
Henderson Smaller Companies Ord UK Smaller Companies 115.70
FTSE AllSh TR GBP 115.62Baillie Gifford UK Growth UK All Companies 96.81
British & American Ord UK Equity Income 85.33
Shires Income Ord UK Equity Income 85.03
Aurora Ord UK All Companies 84.16
Jupiter UK Growth Ord UK All Companies 74.13