Page 23 - 2017 INVESTMENT PHILOSOPHY - May 2017

BEST AND WORST RETURNS

1 Year 3 Years 5 Years 10 Years 15 Years 20 Years
UK 20% Equity Balanced Strategy 6.20% 5.99% 5.87% 5.76% 5.66% 5.74%

UK 40% Equity Balanced Strategy 7.39% 7.03% 6.93% 6.70% 6.52% 6.68%

UK 60% Equity Balanced Strategy 8.58% 7.97% 7.87% 7.52% 7.26% 7.48%

UK 80% Equity Balanced Strategy 9.73% 8.77% 8.66% 8.18% 7.83% 8.13%

UK 100% Equity Balanced Strategy 10.87% 9.44% 9.32% 8.68% 8.25% 8.62%

Monthly 01/01/1988 – 31/01/2017 Source:- Dimensional Fund Advisors (DFA). Figures are representative of DFA’s UK Balanced Strategies, net of investment fees.
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