AIC crunches the numbers for 18 years of investment trust investing to coincide with today’s A-level results

15th August 2013

To celebrate – hopefully – the UK’s 18 year olds getting their A-level results, the Association of Investment Companies has presented a few calculations of what placing £1,000 in an investment trust would deliver over 18 years. It says a £1,000 lump sum investment in the average investment company has grown to £4,243 in share price total return terms (less 3.5%).  It has also reproduced its view of the top performing sectors.

It also calculates that over 18 years, a £50 per month investment in the average investment company has grown to £26,284 in share price total return terms (less 3.5%).  The top performing sectors based on £50 per month over this time frame are reproduced below.

All figures are exclude 3i.  Source: AIC using Morningstar.

 

Sum invested: £1,000 lump sum  
Performance from

31/07/1995

Performance to

31/07/2013

Duration (years)

18

Average investment company

4,243

Top performing sectors
European Smaller Companies

7,355

UK Growth

5,954

Private Equity

5,513

Europe

5,484

Global Emerging Markets

4,880

Sum invested: £50 per month
Performance from

31/07/1995

Performance to

31/07/2013

Duration (years)

18

Average investment company

26,284

Top performing sectors
Global Emerging Markets

38,125

Country Specialists: Asia Pacific

37,597

Asia Pacific – Excluding Japan

33,173

UK Smaller Companies

32,147

European Smaller Companies

32,092

Leave a Reply

Your email address will not be published. Required fields are marked *