We have been using customised benchmarks based on the weighted average performance of a composite set of indices since 1999.
The strategic analysis sets out permitted ranges for each investment area, starting with a specified area and then highlighting a permitted tolerance range.
| Equities | Index | Weighting | Tolerance | Permitted Range |
|---|---|---|---|---|
| UK | FTSE All-Share | 25.0% | - 25.0% + 25.0% | |
| North America | S&P 500 | 25.0% | - 25.0% + 25.0% | |
| Europe ex. UK | FTSE Europe ex UK | 15.0% | - 15.0% + 15.0% | |
| Japan | Topix | 7.5% | - 7.5% + 12.5% | |
| Pacific Basin ex. Japan | MSCI AC Far East ex Japan | 10.0% | - 10.0% + 10.0% | |
| Emerging Markets | MSCI EM (Emerging Markets) | 17.5% | - 17.5% + 12.5% | |
| Cash & other investments | 0.0% | - 0.0% + 20.0% | ||
Source: T. Bailey. Total return indices in Sterling terms with weightings rebalanced annually.
We have enjoyed great success in using clearly defined benchmarks that represent a key element of the objectives of the funds we manage.
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