Our World Fund uses an internal model to manage a benchmark ETF (In this case IWRD.L, an ETF which tracks the MSCI World Index), 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.
| World Fund | Q1 | Q2 | Q3 | Q4 | YEAR | BENCHMARK | ALPHA |
|---|---|---|---|---|---|---|---|
| 2014 | 0.38% | 1.88% | 2.86% | 5.09% | 10.54% | 10.54% | 0.00% |
| 2015 | 6.62% | -5.99% | -5.81% | 7.88% | 1.84% | 1.84% | 0.00% |
| 2016 | 0.55% | 7.16% | 3.17% | 9.31% | 21.52% | 26.84% | -5.32% |
| 2017 | 4.12% | -0.63% | TBA | TBA | 3.46% | 3.46% | 0.00% |
