Medium-High Risk
equity · 20 assets
Market overview
+751% since 1988-06 · 20 assets, equal-weighted
DCA Backtest
- Invested
- £42,100
- Value today
- £124,536
- Return
- +195.8%
- Months invested
- 421
Scenarios
Inflation — the same contributions merely keeping pace with CPI would be £73,265 today, so the real (inflation-adjusted) return is +70.0%.
Lump sum instead — £42,100 all at once in Jun 1988: £358,191 (+750.8%) — lump sum came out ahead.
Worst timing — same monthly amount started at the all-time high (Feb 2026): £691.32 on £700 invested (-1.2%).
⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.
Hypothetical — this backtests the group’s cap-weighted index, which isn’t directly investable. A real tracker fund adds fees and tracking difference, and the index only spans months where enough members have history.
20 assets. Select up to 4 to compare.
- Medium-High Risk(2.4/5)90% ratedUnilever ULVRequity · consumer staples
- Medium-High Risk(2.4/5)100% ratedGSK GSKequity · health care
- Medium-High Risk(2.4/5)100% ratedBritish American Tobacco BATSequity · consumer staples
- Medium-High Risk(2.5/5)80% ratedLondon Stock Exchange Group LSEGequity · financials
- Medium-High Risk(2.3/5)90% ratedNational Grid NGequity · utilities
- Medium-High Risk(2.3/5)90% ratedBarclays BARCequity · financials
- Medium-High Risk(2.3/5)100% ratedLloyds Banking Group LLOYequity · financials
- Medium-High Risk(2.4/5)90% ratedTesco TSCOequity · consumer staples
- Medium-High Risk(2.5/5)90% ratedPrudential PRUequity · financials
- Medium-High Risk(2.3/5)90% ratedCompass Group CPGequity · consumer discretionary
- Medium-High Risk(2.7/5)90% ratedRentokil Initial RTOequity · industrials
- Medium-High Risk(2.3/5)90% ratedImperial Brands IMBequity · consumer staples
- Medium-High Risk(2.3/5)90% ratedSSE SSEequity · utilities
- Medium-High Risk(2.7/5)90% ratedRolls-Royce Holdings RRequity · industrials
- Medium-High Risk(2.6/5)80% ratedLegal & General Group LGENequity · financials
- Medium-High Risk(2.6/5)90% ratedAviva AVequity · financials
- Medium-High Risk(2.6/5)80% ratedSegro SGROequity · real estate
- Medium-High Risk(2.4/5)90% ratedInterContinental Hotels Group IHGequity · consumer discretionary
- Medium-High Risk(2.3/5)90% ratedSmith & Nephew SNequity · health care
- Medium-High Risk(2.5/5)90% ratedWhitbread WTBequity · consumer discretionary