• Stephen Walters

Some encouraging data

More than just the chart; the figures in these tables encourage me.  Noticing an urge to meet a need I have for trustworthiness; I want to remind readers, the data comes direct from AJBell. In each of the four periods - 3 and 6 months - also first year, and second year so far - the Dexterity portfolio has exceeded both the benchmarks I’ve chosen against which to measure: FTSE All Share and MSCI World.

If you have money to invest in the 20/21 ISA, and if you don’t mind that markets are likely to continue more volatile for the next few months than they were between 2010 and 2020 (see chart), then I believe you’d be well-attuned with the future to consider four themes: healthcare, clean energy, fresh water and cyber security.


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