Our UK Fund uses an internal model to manage a benchmark ETF (In this case ISF.L, an ETF which tracks the FTSE 100), 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.
| UK Fund | Q1 | Q2 | Q3 | Q4 | YEAR | BENCHMARK | ALPHA |
|---|---|---|---|---|---|---|---|
| 2014 | 5.06% | 3.02% | 0.94% | 3.52% | 13.09% | -2.33% | 15.42% |
| 2015 | 3.26% | -4.55% | -7.67% | 9.03% | -0.78% | -5.41% | 4.63% |
| 2016 | -0.70% | 13.15% | 8.73% | 3.93% | 26.97% | 14.11% | 12.86% |
| 2017 | 0.00% | 4.12% | TBA | TBA | 4.12% | 2.87% | 1.25% |
