Portfolio Performance
Investment Philosophy Fact Sheet
The following table shows the annual returns achieved
by Mercury Wealth Management's passively managed Core Portfolios using
back tested fund data, available since 1988.
These core portfolios are designed to help our clients achieve their long-term financial goals by capturing the market rate of return for different levels of risk. Consequently, they do not chase short-term outperformance as this would have a detrimental effect on long-term returns and, therefore, on the likelihood of achieving long-term goals.
The 7 portfolios are risk graded based on a simple blend of global equities (with a controlled tilt towards value and small cap. sub asset classes for the reasons outlined in our Investment Philosophy document) and short dated global bonds (which are used to dampen volatility and provide further diversification).
In addition to these core portfolio strategies, we may also consider using other asset classes such as commercial property funds, commodities, absolute return funds, structured products etc. depending on a client's existing assets and their overall investment objectives.
| Periodic Percentage Returns Year on Year Annual: 01/1989 - 12/2010; Currency: GBP |
View Short Term Performance details | View Graphs Since Launch Since March 2009 Last 12 Months |
| Year Ending |
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12/1989 |
14.70 |
20.29 |
23.71 |
25.97 |
28.21 |
33.26 |
40.01 |
12/1990 |
15.59 |
6.42 |
-3.03 |
-7.69 |
-12.33 |
-21.58 |
-30.93 |
12/1991 |
11.89 |
15.48 |
17.26 |
18.59 |
19.96 |
23.09 |
27.09 |
12/1992 |
9.54 |
11.95 |
13.59 |
14.60 |
15.60 |
17.82 |
20.88 |
12/1993 |
5.72 |
12.07 |
16.49 |
19.20 |
21.83 |
27.72 |
36.13 |
12/1994 |
5.24 |
3.68 |
2.65 |
2.01 |
1.35 |
-0.07 |
-1.58 |
12/1995 |
6.61 |
8.62 |
11.67 |
12.93 |
14.19 |
16.46 |
17.96 |
12/1996 |
6.03 |
5.05 |
4.33 |
3.90 |
3.48 |
2.56 |
1.37 |
12/1997 |
6.79 |
8.37 |
11.05 |
12.12 |
13.19 |
15.05 |
15.91 |
12/1998 |
7.38 |
8.20 |
10.74 |
11.56 |
12.46 |
13.69 |
12.38 |
12/1999 |
5.30 |
11.36 |
15.46 |
17.98 |
20.58 |
26.12 |
31.88 |
12/2000 |
6.00 |
3.45 |
2.13 |
1.20 |
0.11 |
-2.09 |
-2.82 |
12/2001 |
5.04 |
1.76 |
-2.06 |
-3.84 |
-5.62 |
-9.04 |
-11.79 |
12/2002 |
3.95 |
-1.88 |
-8.23 |
-11.27 |
-14.31 |
-20.27 |
-25.94 |
12/2003 |
3.67 |
7.88 |
11.37 |
13.31 |
15.20 |
19.24 |
24.45 |
12/2004 |
4.53 |
5.55 |
6.23 |
6.67 |
7.07 |
8.01 |
9.64 |
12/2005 |
4.82 |
9.43 |
12.94 |
14.97 |
16.99 |
21.33 |
26.57 |
12/2006 |
4.85 |
5.56 |
5.93 |
6.21 |
6.46 |
7.09 |
8.51 |
12/2007 |
5.76 |
7.06 |
6.99 |
7.28 |
7.63 |
8.57 |
9.74 |
12/2008 |
4.44 |
-0.63 |
-4.97 |
-7.31 |
-9.68 |
-14.56 |
-19.75 |
12/2009 |
4.00 |
9.90 |
13.52 |
15.88 |
18.58 |
24.33 |
31.62 |
12/2010 |
4.97 |
8.59 |
11.38 |
13.25 |
15.19 |
19.57 |
26.38 |
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Portfolio Annual Management Charge |
0.250% |
0.282% |
0.306% |
0.320% |
0.333% |
0.363% |
0.428% |
Annualised Return |
6.63% |
7.53% |
7.86% |
8.09% |
8.29% |
8.68% |
9.34% |
Average Return |
6.67% |
7.64% |
8.14% |
8.52% |
8.92% |
9.83% |
11.26% |
Standard Deviation |
1.00% |
3.28% |
6.24% |
7.81% |
9.38% |
12.65% |
16.25% |
| information above is derived from simulated data to 12/2008 and actual data from that date provided by the investment manager. It is shown for illustrative purposes to indicate historical performance had the portfolio been available over the relevant period. The performance is net of investment manager fees. Rebalancing of the portfolio has been applied annually. Past performance is no guarantee of future results and current performance may be higher or lower than the performance shown. |
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