An interesting thing happened yesterday: I received a quote from one of the investment companies for a client. No, that is not the interesting bit…. The quote was based on my selection of funds (House View), which has remained pretty consistent for some time. One of the elements of the quote was a graph showing my house view by comparison with the cash, bonds, equity and property indices. The important issue was to measure returns against volatility over the past three years. Returns, obviously, are the profits my clients make. Volatility measures the extent to which the funds are exposed to market fluctuations. My house view, over the past three years, had out-performed all indices, with less volatility than either the equity or the property index. This is the first time I have had an external source show me how my performance measures up against the various asset classes in this manner, and I was left feeling pretty chuffed!
Posted on: Wed, 22 Oct 2014 05:30:47 +0000
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