Data hub
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Crunching the biggest trends down into figures
STAYING POWER:
Yet...
The challenges (and rewards) of beating
the market over the long term
85%
of US large-cap funds
underperformed the
S&P 500 over 10
years
92%
of US large-cap funds
underperformed
the S&P 500 over 15
years
The majority
of large-cap
funds have
underperformed
the S&P 500 in
10 of the past 10
years
Hugh Yarrow’s Evenlode Income fund has
beaten its FTSE All Share benchmark in
10 out of the 10 full calendar years since
launch in 2009
£1,000 invested in Fidelity
Special Situations when
Anthony Bolton launched
the fund in December 1979
would have been worth
£142,240 in January 2008
when he stepped down. The
same amount invested in
the MSCI United Kingdom
index would have been worth
£34,393
Just
2.4%
of funds in the IA
universe generated
consistent top-quartile
returns over the past
three years
Only
TRUSTNET
13.2%
generated
above-average
consistency
Warren Buffett has made a compound annual
return of 20.3% over 55 years compared with
10% from the S&P 500
Sources: FE Analytics, Berkshire Hathaway, S&P Dow Jones Indices, BMO
trustnet.com