Medium-Low Risk
equity · 13 assets
Market overview
+5169% since 1988-06 · 13 assets, equal-weighted
DCA Backtest
- Invested
- £42,200
- Value today
- £368,559
- Return
- +773.4%
- Months invested
- 422
Scenarios
Inflation — the same contributions merely keeping pace with CPI would be £73,723 today, so the real (inflation-adjusted) return is +399.9%.
Lump sum instead — £42,200 all at once in Jun 1988: £2,223,577 (+5169.1%) — lump sum came out ahead.
Worst timing — same monthly amount started at the all-time high (Jun 2026): £398.88 on £400 invested (-0.3%).
⚠ 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.
13 assets. Select up to 4 to compare.
- Medium-Low Risk(1.9/5)90% ratedAstraZeneca AZNequity · health care
- Medium-Low Risk(2.1/5)90% ratedShell plc SHELequity · energy
- Medium-Low Risk(2.2/5)90% ratedHSBC Holdings HSBAequity · financials
- Medium-Low Risk(2.1/5)100% ratedRio Tinto RIOequity · materials
- Medium-Low Risk(1.9/5)90% ratedRELX RELequity · industrials
- Medium-Low Risk(2.2/5)90% ratedDiageo DGEequity · consumer staples
- Medium-Low Risk(2.1/5)90% ratedNatWest Group NWGequity · financials
- Medium-Low Risk(2.2/5)90% ratedCompass Group CPGequity · consumer discretionary
- Medium-Low Risk(2.1/5)90% ratedBAE Systems BAequity · industrials
- Medium-Low Risk(1.9/5)80% ratedStandard Chartered STANequity · financials
- Medium-Low Risk(1.9/5)80% ratedIntertek Group ITRKequity · industrials
- Medium-Low Risk(2.1/5)80% ratedBunzl BNZLequity · industrials
- Medium-Low Risk(1.9/5)90% ratedHaleon HLNequity · consumer staples