Whilst both the Growth and Income portfolios made positive returns over 2016, both were behind their benchmarks – the second year since their inception in 2009. The Growth portfolio was up 9.0 per cent compared to its WMA Growth benchmark return of 19.3 per cent, whilst the Income portfolio was up 9.6 per cent compared to its WMA Income benchmark return of 15.0 per cent. Meanwhile, the FTSE All-Share index was up 16.8 per cent. All figures being total return and rounded to one decimal place.
To continue reading, register today
to enjoy limited access to the following:
- Daily trading news
- Funds coverage
- Features on big investment themes
- Comprehensive companies coverage
- Economic analysis