| |
5% Cash |
| |
75% Equities |
| |
20% Bonds |
|
| Sample portfolio return (%)* |
| |
Cumulative |
Average annual |
| 15 years (31/12/03-31/12/18) |
61.93% |
3.27% |
| 10 years (31/12/08-31/12/18) |
69.63% |
3.59% |
| 5 years (31/12/13-31/12/18) |
13.06% |
0.82% |
|
*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.
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