Exploring Asset Allocation, Portfolio Returns, Asset Class Returns, Indices and Portfolio Construction
More than two centuries of data confirms that value, momentum and low risk offer attractive premiums. These are consistent across various market and macroeconomic scenarios.
Balanced Composite Index, 2021 (30.06) YTD Returns
Ranked in Order from the Highest to the Lowest Performance
2020 YTD Returns (31.12.2020)