We have been included in VouchedFor’s 2024 Top Rated Financial Adviser Guide, distributed in The Times.
We have been included in VouchedFor’s 2024 Top Rated Financial Adviser Guide, distributed in The Times.
We have five local offices and can help if you are looking for a:
Financial Adviser in Edinburgh
Financial Adviser in Falkirk
Financial Adviser in Glasgow
Financial Adviser in Livingston
Financial Adviser in Stirling
If you would like to speak to an Independent Financial Adviser (IFA) then book your free initial consultation.
If you are invested in the UK stock market, you are likely to keep an eye on the FTSE 100.
Back in October we published an article questioning whether UK investors had overly committed themselves to the FTSE 100.
At that time, I highlighted that over the preceding 12 months, maintaining a larger portion of one’s portfolio in the FTSE 100 would have proved advantageous, given that it experienced a lesser decline compared to its global counterparts. However, extending the timeline further would have been detrimental to investors, as the FTSE 100 generally exhibited slower growth than international markets.
Now, with 10 months having elapsed, I believe it’s valuable to revisit the performance of the FTSE 100.
A comparison between the FTSE 100 and other prominent indices such as the S&P 500 (US), Nikkei 225 (Japan), CSI 300 (China), DAX (Germany), and CAC 40 (France) shows an interesting picture. Over the past year, the FTSE 100 emerges as the second weakest performer, and over the last five years, it holds the unenviable position of being the poorest performer.
1 Year | 5 Years | |
FTSE 100 | 1.46% | 0.5% |
S&P 500 | 12.83% | 55.01% |
Nikkei 225 | 15.1% | 41.41% |
CSI 300 | -7.12% | 13.62% |
DAX | 22.33% | 28.23% |
CAC 40 | 18.17% | 35.73% |
Table: Figures correct as at 30th August 2023
The preceding article delves into a few explanations behind this underwhelming performance, and the ongoing subpar results in the UK markets serve as a reminder of the advantages inherent in maintaining a diversified portfolio. Allocating funds across various asset classes, sectors, and geographical regions demonstrates its merit once again.
This information is based on our current understanding and is subject to change without notice. This article is for general information only and does not constitute advice. Whilst information is considered to be true and correct at the date of publication, changes in circumstances, regulation and legislation after the time of publication may impact on the accuracy of the article.
The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
We have local offices in Edinburgh, Falkirk, Glasgow, Livingston and Stirling and provide Financial Advice throughout Scotland. If you would like to speak to an Independent Financial Adviser (IFA) then book your free initial consultation.
Chartered Financial Planner at Select Wealth Managers with 14 years of Financial Services experience. Before working in Financial Services, Sean…
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