STAR Long Term Performance Record
The chart and table below summarise the annual capital performance of the STAR Ten Share Growth Portfolio from January 1985 to January 2011. The data are taken from the monthly STAR bulletins and from simulated portfolios in the 1980s. Each portfolio has been re-balanced according to the top ten share selections flagged by each January ranking list. Transaction costs and dividend payments have been excluded from the record.
|
|
Annual
Gains/Losses %
|
Cumulative
Gains/Losses
|
||||
|
Year
|
FTA
ASI
|
STAR
|
Year
|
FTA
ASI
|
STAR
|
|
1985
|
|
|
1985
|
100
|
100
|
|
1986
|
22
|
60
|
1986
|
122
|
160
|
|
1987
|
7
|
22
|
1987
|
131
|
195
|
|
1988
|
6
|
11
|
1988
|
138
|
217
|
|
1989
|
30
|
32
|
1989
|
180
|
286
|
|
1990
|
-16
|
-17
|
1990
|
151
|
237
|
|
1991
|
17
|
50
|
1991
|
177
|
356
|
|
1992
|
15
|
28
|
1992
|
203
|
456
|
|
1993
|
23
|
50
|
1993
|
250
|
684
|
|
1994
|
-10
|
2
|
1994
|
225
|
697
|
|
1995
|
18
|
32
|
1995
|
266
|
918
|
|
1996
|
9
|
2
|
1996
|
291
|
936
|
|
1997
|
26
|
17
|
1997
|
365
|
1092
|
|
1998
|
5
|
-1
|
1998
|
383
|
1081
|
|
1999
|
12
|
42
|
1999
|
431
|
1532
|
|
2000
|
-4
|
27
|
2000
|
413
|
1941
|
|
2001
|
-14
|
9
|
2001
|
355
|
2108
|
|
2002
|
-25
|
-16
|
2002
|
266
|
1762
|
|
2003
|
15
|
31
|
2003
|
306
|
2310
|
|
2004
|
9
|
20
|
2004
|
333
|
2777
|
|
2005
|
20
|
25
|
2005
|
398
|
3463
|
|
2006
|
13
|
17
|
2006
|
449
|
4062
|
|
2007
|
-2
|
-1
|
2007
|
418
|
4239
|
|
2008
|
-33
|
-57
|
2008
|
280
|
1823
|
|
2009
|
24
|
88
|
2009
|
347
|
3423
|
|
2010
|
10.8
|
33.9
|
2010
|
384
|
4583
|
The above table records portfolio selection performance up to early January 2011.