Liontrust Views Autumn 2022 - Magazine - Page 13
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Facts & Figures
QUARTERLY DATA
US stocks
European (but not
UK) stocks
UK stocks
8.29%
5.60%
8.41%
S&P 500
Composite Index
Emerging market
stocks
Asian (but not
Japanese) stocks
Emerging market
bonds
4.99%
4.66%
3.80%
FTSE All World
FTSE All-Share Index
Developed Europe
excluding UK Index
MSCI Emerging
Market Index
MSCI Pacific
excluding Japan
Index
JP Morgan Global
Emerging Market
Bond Index
Global high yield
bonds
European
corporate bonds
Global
government bonds
Japanese stocks
US corporate
bonds
UK corporate
bonds
-1.10%
TOPIX Index
3.42%
2.43%
1.74%
1.07%
0.91%
Bloomberg Barclays
ICE Bank of
Bloomberg Barclays Bloomberg Barclays
America ML Global Sterling Aggregate European Corporate
US Corporate
High Yield Bond
Bond Index
Bond Index
Bond Index
Index
To highlight the unpredictability of markets, the table below details
the performance of global equity and fixed income indices over
the past five years (in sterling terms).
FTSE G7 Index
This table demonstrates how volatile markets can be, and shows
the benefits of diversifying your investment, or in other words, not
putting all your eggs in one basket.
1 Jul 2020 to
30 Jun 2021
1 Jul 2019 to
30 Jun 2020
1 Jul 2018 to
30 Jun 2019
1 Jul 2017 to
30 Jun 2018
1 Jul 2016 to
30 Jun 2017
US stocks
25.93
10.73
14.54
12.53
21.33
European (but not UK) stocks
22.99
0.70
8.00
2.92
28.95
UK stocks
21.45
-12.99
0.57
9.02
18.12
Japanese stocks
8.40
3.37
-4.43
7.17
21.58
Index percentage growth (%)
Asian (but not Japanese) stocks
20.14
-10.02
12.23
7.06
23.07
Emerging market stocks
26.43
-0.14
5.40
6.84
27.79
Global government bonds
-10.66
8.60
9.53
-0.06
-2.29
Global high yield bonds
3.39
2.40
11.54
0.45
15.68
US corporate bonds
-7.60
12.79
14.85
-2.43
5.26
European corporate bonds
-2.15
1.16
6.01
1.85
6.98
Emerging market bonds
-4.46
4.57
15.48
-4.02
8.60
UK corporate bonds
-4.24
10.17
5.43
1.61
0.75
Past performance is not a guide to future performance. Rebased in sterling where appropriate, i.e. all index returns are recalculated
based on exchange rates to give returns for a sterling investor. Source: Morningstar Direct, 7 July 2021.
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