Market data

Please be aware that past performance is not a reliable indicator of what might happen in the future. When investing in overseas markets, changes in currency exchange rates may affect the value of your investment. Investments in small and emerging markets can be more volatile than those in other overseas markets.

Investment valuations at a glance

Equities (%) Price-earnings ratio 2018E Dividend yield 2017
US 18.8 1.8
Europe 14.8 3.4
UK 14.3 4.1
Japan 14.7 1.9
Asia Pacific excl. Japan 13.2 2.7
Emerging Market Asia 12.4 2.2
Latin America 13.7 2.8
Central East Europe, Middle East & Africa 10.5 3.6
Bonds (%) Redemption Yield
ML Global High Yield 5.6
German 10-Year Bunds 0.4
ML Global Corporates 2.6
UK 10-Year Gilts 1.6
US 10-Year Treasuries 2.4

Investment performance at a glance

Equities (% as of 31st December) 3m 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017
S&P 500 7.9 27.6 14.7 -0.1 15.3 22.4
FTSE All Share 3.9 16.9 1.1 -1.0 20.2 12.6
FTSE 100 3.8 14.6 0.7 -3.4 22.8 11.3
FTSE 250 4.5 29.5 2.9 9.4 9.0 17.9
MSCI Europe 3.9 21.9 -5.2 -4.4 3.7 27.9
Shanghai SE 1.1 -8.6 55.5 1.8 -4.1 7.2
Shenzhen -0.7 16.6 19.6 20.4 -8.2 4.5
MSCI Emerging Markets 8.6 -6.5 0.2 -17.2 16.7 40.3
MSCI Asia Pacific 9.7 9.2 1.1 -4.1 9.3 33.4
Nikkei 225 14.2 55.0 9.0 7.6 8.3 22.2
MSCI World 7.0 23.3 6.2 -1.9 11.7 23.8
MSCI World IT 11.4 25.2 18.0 3.6 15.3 41.3
MSCI World Energy 10.8 13.8 -9.6 -22.7 29.6 8.5
MSCI World Financials 10.8 13.8 -9.6 -22.7 29.6 8.5
MSCI World Consumer Discretionary 9.0 35.4 4.3 4.4 7.6 25.0
MSCI World Consumer Staples 5.2 18.5 8.4 6.0 4.2 17.6
Amazon 25.3 53.0 -22.2 106.5 18.9 59.7
Bonds (% as of 31st December) 3m 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017
US 10-Year Treasuries -0.5 -6.1 11.3 0.7 0.5 1.9
UK 10-Year Gilts 1.4 -3.5 15.8 1.2 7.6 3.1
German 10-Year Bunds 0.3 -0.6 17.1 0.5 3.9 0.7
JPM Emerging Markets Bond Index 0.6 -6.9 5.4 1.2 10.8 9.0
ML Global High Yield 1.5 7.3 -0.2 -4.3 15.7 10.5
ML Global Corporates 1.5 0.8 3.3 -3.7 4.1 9.4
Commodities (% as of 31st December) 3m 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017
CRB Commodities Index 8.1 -5.9 -17.4 -23.6 11.0 2.2
Crude Oil (Brent) 22.7 -5.3 -48.6 -32.3 47.1 25.9
Gold Spot 3.8 -25.4 -3.8 -9.6 8.3 13.7
LME Copper 10.4 -9.0 -13.8 -27.0 22.1 26.9
GSCI Soft Commodities 7.5 -10.9 -15.7 -7.3 16.8 -16.2

Source: DataStream, 31.12.17 in local currency terms. Valuations: Source Citigroup Global Equity Strategist – Citi Research, MSCI, Worldscope, FactSet Consensus estimates as at 31.12.17. Bond Yields: Source DataStream as at 31.12.17.

Fidelity uses cookies to provide you with the best possible online experience. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on our site. However, you can change the cookie settings and view our cookie policy at any time.