Another rewarding year

While never complacent, it is pleasing to report that 2019 was another good year. The Growth portfolio produced a total return of 27.5 per cent compared with 18.2 per cent for its benchmark – the MSCI WMA Growth index. Meanwhile, the Income portfolio gained 20.5 per cent compared with 15.1 per cent for the MSCI WMA Income index. These figures reinforce the long-term record of outperformance since the portfolios’ inception in 2009 – the performance table below has more details.

To continue reading, subscribe today

and enjoy unlimited access to the following:

  • Tips of the Week
  • Funds coverage
  • Weekly features on big investment themes
  • Trading ideas
  • Comprehensive companies coverage
  • Economic analysis
Subscribe to Investors Chronicle

Subscribe today

Full access for just £3.37 a week:

• Tips and recommendations - to beat the market 
• Portfolio clinic & Mr Bearbull - build a well-planned portfolio 
• Expert tools - track and manage investments effortlessly
• Plus free delivery to your home or office

Subscribe Now