Charting the Market

by Caroline Gutman on 16 Jul 2012

Did you spot the latest Morningstar®U.K. Market Performance Chart in last week’s Investment Week or Professional Adviser magazine?

If you haven’t seen it before, the annual chart is a historical snapshot of how various asset classes have behaved since 1970 including how economic indicators and political events have influenced investment performance historically.  For example, the U.K. stock market experienced severe declines in 1973–1974 (oil crisis) and 2008–2009 (subprime crisis) that took a significant time to recover.

It also shows the growth of £100 invested in five major asset classes (U.K. equities, U.S. equities, European equities, U.K. bonds, and cash), across three hypothetical portfolios (adventurous, moderate, and cautious), plus inflation since 1970.

Click here to see a chart sample. You can find more general information here.

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