Ability to benchmark

[UnclePhilip]

Have been updating my portfolio benchmarking, but as well as comparing to FTSE AS index, I would like to find both current and historical index figures for the "FTSE AS Total Return index" ie with dividends included

Having trouble finding this; could anyone help please?

Thanks

Uncle

[ReformedCharacter]

https://uk.investing.com/indices/ftse-1 ... rical-data

RC

[Breelander]

ALL SHARETOT RTN
ASX.T:FSI
https://markets.ft.com/data/indices/tea ... =ASX.T:FSI

FT100 TOT RTN
UKX.T:FSI
https://markets.ft.com/data/indices/tea ... =UKX.T:FSI

For both the above, click on the icon to the right of the 'Historical Prices' title and you can pick any date range you want, up to a year at a time. Or go to the Charts tab, pick a date range and you can pick values off the charts.

[UnclePhilip]

Absolutely magnificent, thank you both, much appreciated!

Uncle

[ReformedCharacter]

Sorry for posting a link to FTSE 100 TR instead of AS TR and thank you Breelander for providing the correct information.

I'd be interested to know how other people's HYPs perform against the FTSE 100 TR which is my chosen benchmark. I only started unitising my portfolio on 01/01/2015 and when I compare my HYPish pf against the FTSE 100TR I see that it tracked it more or less exactly until the beginning of this year. Since then it has apparently (I have checked my figures) outperformed it and now stands c. 7% higher. This wasn't what I would have expected. Would anyone else care to share their benchmarked results?

RC

[idpickering]

Sorry for posting a link to FTSE 100 TR instead of AS TR and thank you Breelander for providing the correct information.

I'd be interested to know how other people's HYPs perform against the FTSE 100 TR which is my chosen benchmark. I only started unitising my portfolio on 01/01/2015 and when I compare my HYPish pf against the FTSE 100TR I see that it tracked it more or less exactly until the beginning of this year. Since then it has apparently (I have checked my figures) outperformed it and now stands c. 7% higher. This wasn't what I would have expected. Would anyone else care to share their benchmarked results?

RC

I note the FTSE value at the start of each year, against the end figure, and work out the percentage return against my own HYP start and finish values. I ignore new monies invested that year, just checking the capital performance for that year. For last year I've got the FTSE up 14.4%, and my HYP up 17.6% in capital value terms. Add to that the divis for that year at 4.3% = total return of 21.8% for last year.

Regards,

Ian.

[ReformedCharacter]

I note the FTSE value at the start of each year, against the end figure, and work out the percentage return against my own HYP start and finish values. I ignore new monies invested that year, just checking the capital performance for that year. For last year I've got the FTSE up 14.4%, and my HYP up 17.6% in capital value terms. Add to that the divis for that year at 4.3% = total return of 21.8% for last year.

Regards,

Ian.

Thank you Ian, that's interesting. I make the FTSE 100TR up by c. 19% from the beginning to the end of last year, so it looks as if you have done well and certainly better than me over that year.

RC

[idpickering]

I note the FTSE value at the start of each year, against the end figure, and work out the percentage return against my own HYP start and finish values. I ignore new monies invested that year, just checking the capital performance for that year. For last year I've got the FTSE up 14.4%, and my HYP up 17.6% in capital value terms. Add to that the divis for that year at 4.3% = total return of 21.8% for last year.

Regards,

Ian.

Thank you Ian, that's interesting. I make the FTSE 100TR up by c. 19% from the beginning to the end of last year, so it looks as if you have done well and certainly better than me over that year.

RC

Hi again RC, for clarity, I didn't include any 'income' from the FTSE, just the straight start figure of 6242, and end at 7142. By year I mean 31 Dec to 31 Dec following year. Nothing fancy, just maths.

Regards,

Ian.