Disclaimer
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.
We often talk about real returns but conventional industry performance tables don’t really provide a straightforward way to check performance against inflation. Performance tables also routinely assume that investors are reinvesting their dividends, which is not always the case, and inflation is of particular importance to those relying on an investment for an income. Here we look back 25 years to a group of trusts that would have been popular choices back then and see if they have delivered real returns in capital and income terms.
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