Portfolio Performance
The following table shows the annual returns achieved by Mercury Wealth Management's passively managed Core Portfolios using back tested fund data, available since 1988.
These core portfolios are designed to help our clients achieve their long-term financial goals by capturing the market rate of return for different levels of risk. Consequently, they do not chase short-term outperformance as this would have a detrimental effect on long-term returns and, therefore, on the likelihood of achieving long-term goals.
The 7 portfolios are risk graded based on a simple blend of global equities (with a controlled tilt towards value and small cap. sub asset classes for the reasons outlined in our Investment Philosophy document) and short dated global bonds (which are used to dampen volatility and provide further diversification).
In addition to these core portfolio strategies, we may also consider using other asset classes such as commercial property funds, commodities, absolute return funds, structured products etc. depending on a client's existing assets and their overall investment objectives.
| Periodic Percentage Returns Year on Year Annual: 01/1988 - 12/2009; Currency: GBP |
View Short Term Performance details | View Graphs |
| Year Ending |
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| 12/1988 |
10.53 |
14.02 |
17.83 |
19.69 |
21.37 |
25.29 |
30.30 |
| 12/1989 |
14.70 |
20.14 |
23.60 |
25.92 |
28.06 |
32.81 |
39.51 |
| 12/1990 |
15.59 |
7.61 |
-1.65 |
-5.97 |
-10.15 |
-18.91 |
-27.58 |
| 12/1991 |
11.89 |
15.10 |
16.89 |
18.21 |
19.40 |
22.20 |
26.00 |
| 12/1992 |
9.54 |
11.90 |
13.58 |
14.66 |
15.61 |
17.68 |
20.73 |
| 12/1993 |
5.72 |
12.74 |
17.20 |
19.96 |
22.92 |
29.38 |
38.14 |
| 12/1994 |
5.24 |
3.42 |
2.37 |
1.66 |
0.90 |
-0.60 |
-2.29 |
| 12/1995 |
6.61 |
8.57 |
11.66 |
12.96 |
14.19 |
16.35 |
17.83 |
| 12/1996 |
6.03 |
5.97 |
5.38 |
5.18 |
5.13 |
4.67 |
3.98 |
| 12/1997 |
6.79 |
8.35 |
11.02 |
12.11 |
13.15 |
14.88 |
15.79 |
| 12/1998 |
7.38 |
7.14 |
9.58 |
10.25 |
10.68 |
11.15 |
9.27 |
| 12/1999 |
5.30 |
11.61 |
15.78 |
18.27 |
21.04 |
27.02 |
32.78 |
| 12/2000 |
6.00 |
3.63 |
2.28 |
1.35 |
0.35 |
-1.69 |
-2.31 |
| 12/2001 |
5.04 |
1.95 |
-1.88 |
-3.64 |
-5.35 |
-8.62 |
-11.26 |
| 12/2002 |
3.95 |
-1.63 |
-7.94 |
-10.90 |
-13.85 |
-19.73 |
-25.24 |
| 12/2003 |
3.67 |
8.49 |
12.03 |
13.99 |
16.19 |
20.81 |
26.31 |
| 12/2004 |
4.53 |
6.21 |
6.95 |
7.48 |
8.18 |
9.59 |
11.56 |
| 12/2005 |
4.82 |
9.46 |
13.00 |
15.04 |
17.09 |
21.47 |
26.70 |
| 12/2006 |
4.85 |
6.47 |
6.94 |
7.41 |
8.03 |
9.21 |
11.13 |
| 12/2007 |
5.76 |
6.56 |
6.46 |
6.72 |
6.83 |
7.33 |
8.25 |
| 12/2008 | 4.44 |
-1.64 |
-6.08 |
-8.62 |
-11.40 |
-16.89 |
-22.64 |
| 12/2009 | 4.00 |
9.90 |
13.52 |
15.88 |
18.58 |
24.33 |
31.62 |
|
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| Annualised Return |
6.88% |
7.88% |
8.27% |
8.53% |
8.77% |
9.19% |
9.84% |
Average Annual Return |
6.93% |
8.00% |
8.57% |
8.98% |
9.41% |
10.35% |
11.75% |
| Standard Deviation | 0.91% |
3.23% |
6.11% |
7.64% |
9.16% |
12.38% |
15.84% |
| Portfolio Annual Management Charge | 0.250% |
0.287% |
0.310% |
0.322% |
0.338% |
0.374% |
0.441% |
| The information above is derived from simulated
data provided by the investment manager. It is shown for illustrative
purposes to indicate historical performance had the portfolio been
available over the relevant period. The performance is net of investment
manager fees. Rebalancing of the portfolio has been applied annually.
Past performance is no guarantee of future results and current performance may be higher or lower than the performance shown. |
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