STAR Performance Results
results from STAR have been tracked since 1985 using both ten and twenty
share model portfolios. Both growth and income portfolios employ the same
general selection criteria except that the income selections are required to
exceed a gross dividend yield hurdle equivalent to the median yield on the
underlying universe of 300 plus shares analysed each month.
Annual Results of the STAR 10 Growth Share Portfolios from 1985 to 2009
The data in the tables and charts below relate to the yearly performance of portfolios comprising ten shares selected primarily for growth. Results for growth portfolios of 20 shares have been tabulated since 1999. Please note the STAR selections are valued on mid market prices and exclude dealing costs
* Performance up to April 1st 2009
table, above, records the annual results from each year's Top Ten Growth
selections between the end of 1985 and 2009. For the years to end 1994
the results are those obtained from simulated selections derived from
forecast earnings data produced each month in stockbrokers James Capel's
Red Book. As from 1995 the results are taken directly from the printed
monthly STAR bulletins.
Copyright MD Management Limited 2008. Reproduction in any format is prohibited without prior authorisation from MD Management Limited who cannot be held liable for any inaccuracies in content. The information on this website is issued by MD Management and is not a personal investment recommendation. The information was obtained from sources believed to be reliable; but MD Management does not guarantee its accuracy or completeness. You should be aware that the STAR methods use objectively determined value investing criteria to rank leading shares in each period monitored and there can be no guarantee that past performance over any period will be repeated in the future. The STAR share selection methods do not take any account of dealing costs, margins or taxation and investors using the STAR ranking lists are recommended to seek professional advice regarding the suitability for you of any investment that you are contemplating. MD Management does not offer any investment advice. We accept no liability for any direct or indirect or consequential loss arising from the use of this document.