It’s a stat…and that’s that! – DGF Distribution of monthly returns

 

Distribution of monthly returns for all DGF funds over the period Q3 2015 – Q2 2018

<-3% -3% to
-2%		 -2% to
-1%		 -1% to
0%		 0% to
1%		 1% to
2%		 2% to
3%		 >3%
Cash + <3% (Median) 0 1 3 8 14 8 2 0
Cash + >3% to <5% (Median) 0 1 4 5 16 7 3 0
Cash + >5% to <7% (Median) 0 1 5 6 11 8 5 0
MSCI World US$ – TOT. RETURN IND (~£) 2 2 3 3 6 5 5 9
  • DGFs with an objective of cash +>3% to <5% produced positive returns in 72% of the months in the period
  • MSCI World US$ – Total Return Index (~£) also produced positive returns in 72% of the months in
    the period

To view a chart detailing the distribution of monthly returns of all DGFs click here.