Our BRIC Fund uses an internal model to manage a benchmark ETF (In this case BRIC.L, an ETF which tracks the FTSE BRIC 50), switching into and out of cash.
The results in the table are simulations based on our latest back tests.
The graph shows the return on an investment of £1,000 compared to the benchmark.
| BRIC Fund | Q1 | Q2 | Q3 | Q4 | YEAR | BENCHMARK | ALPHA |
|---|---|---|---|---|---|---|---|
| 2014 | -5.15% | 5.32% | 14.34% | 7.87% | 23.20% | -0.16% | 23.36% |
| 2015 | 10.18% | 11.12% | 1.29% | 0.02% | 24.03% | -9.99% | 34.02% |
| 2016 | 2.36% | 0.00% | 0.00% | 4.80% | 7.28% | 37.09% | -29.81% |
| 2017 | 3.77% | 0.00% | TBA | TBA | 3.77% | 4.77% | -1.00% |
