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STAR Performance Results

The annual 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.
Detailed monthly records have been kept on these portfolios since the STAR bulletins were first published as the High Income Share Selector in 1993.You may check out the long term performance of the ten share growth portfolios by scrolling down this page.
If you would like to look through the detailed monthly records of the larger twenty share growth portfolio over the past six years please go to the Star Monthly Records.
To check out each year's nominal transactions for the 20 share Growth portfolio please go to Star Transaction Records.
The Comparative monthly performance results of the 20 Share Growth and Income portfolios since January 1999 are set out in the Long Term Performance Chart and Table.

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

Annual Gains/Losses %

Cumulative Gains/Losses %

FTA ASI

STAR

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

440

4038

2008

-29

-50

2008

312

2019

2009*

-11

-12

2009

277

1777

* Performance up to April 1st 2009

The 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.
The long term record indicates that the STAR selection methods have outperformed the All Share Index more than tenfold over the 22 year period.
In the fifteen year period since the STAR bulletins have been published the methods have outperformed the All Share Index significantly. Between January 1995 and April 2009 the FTSE All Share Index has risen by 23% whereas the STAR Growth selections have risen by more than 150%, excluding dividends and all transaction costs.

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.