| |
5% Cash |
| |
25% Equities |
| |
70% Bonds |
|
| Sample portfolio return (%)* |
| |
Cumulative |
Average annual |
| 15 years (31/12/03-31/12/18) |
77.44%
|
3.90% |
| 10 years (31/12/08-31/12/18) |
56.97% |
3.05% |
| 5 years (31/12/13-31/12/18) |
15.73% |
0.98% |
|
*Return was calculated with an annual adjustment in the portfolio so that the initial allocation remained unchanged. The following indexes were used to calculate return:Barclays Benchmark Overnight EUR Cash Index, Bloomberg Barclays EuroAgg TR Index, S&P Global 100 Index.
|
|
