Fundrider has consistently outperformed the major companies managed funds. The profit comparisons below are based on a £10k investment.

Scottish Widows Pension Fund
Investment date
23rd September 1996
Initial investment
£ 10,000.00
Value at 13/10/05
£ 21,614.46
     
Performance comparison
Fundrider
£ 21,614.46
116.14%
Managed
£ 15,163.30
51.63%

 
Invested Fund Name Bought Price Sold Price FR Performance
             
£10,000.00
Equity Ordinary 23/09/96 989.3 28/07/97 1139.9 £11,522.29
£11,522.29 UK Equity Index 28/07/97 121.15 24/08/98 137.6 £13,086.81
£13,086.81 Indexed Stock 24/08/98 351.41 15/03/99 383.6 £14,285.59
£14,285.59 Equity 15/03/99 1442.65 31/05/99 1472.55 £14,581.67
£14,581.67 Japanese Equity 31/05/99 116.55 06/03/00 176.5 £22,082.07
£22,082.07 European 06/03/00 164.25 23/10/00 140.5 £18,889.08
£18,889.08 Property 23/10/00 650.95 05/11/01 710.95 £20,630.14
£20,630.14 Fixed Interest 05/11/01 1077.95 18/03/02 1041.4 £19,930.63
£19,930.63 International 18/03/02 922.7 24/06/02 803.75 £17,361.27
£17,361.27 Property 24/06/02 753.4 27/01/03 801.4 £18,467.38
£18,467.38 Fixed Interest 27/01/03 1126.35 17/02/03 1132.4 £18,566.57
£18,566.57 Property 17/02/03 784.35 20/06/03 806.95 £19,101.54
£19,101.54 Newton Managed 20/06/03 95.1 06/10/03 99.7 £20,025.48
£20,025.48 Japanese 06/10/03 100.85 07/01/04 97.25 £19,310.64
£19,310.64 European 07/01/04 105.55 05/03/04 104.8 £19,173.43
£19,173.43 Equity 05/03/04 1190.55 18/03/04 1165.55 £18,770.81
£18,770.81 Property 18/03/04 876.15 25/03/04 876.85 £18,785.81
£18,785.81 Schroder Managed 25/03/04 86.35 16/04/04 89.2 £19,405.84
£19,405.84 Euro 16/04/04 104.5 23/04/04 104.75 £19,452.27
£19,452.27 Japanese 23/04/04 105.45 30/04/04 104.25 £19,230.91
£19,230.91 Euro 30/04/04 104.85 14/05/04 101.15 £18,552.28
£18,552.28 Property 14/05/04 897.35 14/06/04 905.05 £18,711.47
£18,711.47 Japan 14/06/04 97.05 09/07/04 95.1 £18,335.51
£18,335.51 Property 09/07/04 919.65 31/08/04 933.7 £18,615.63
£18,615.63 Japanese 31/08/04 97.15 27/09/04 92.85 £17,791.68
£17,791.68 European 27/09/04 106.9 04/10/04 107.1 £17,824.97
£17,824.97 Property 04/10/04 954.2 11/10/04 955.65 £17,852.06
£17,852.06 European 11/10/04 111.4 14/02/05 120.55 £19,318.36
£19,318.36 ML UK Sm Co's A 14/02/05 224.4 25/07/05 224.63 £20,452.15
£20,452.15 European 25/07/05 137.25 16/09/05 145.05
£21,614.46

 

Unit prices can go down as well as up

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