For simplicity I benchmark my portfolios against the FTSE 100. Ideally I would prefer to use an equity only total returns index but have never found a source. I only need access once a month when I update my portfolio spreadsheets to a single value for the index, so it isn't worth paying for.
I don't think that the WMA indexes will help as they include bond etc content.
Does anyone have any ideas for how I can get hold of benchmarking data?
Hi Richard, I benchmark my portfolio performance against the FTSE All Share-Total Return (ASX.TR) and I also measure against Terry Smiths Fundsmith Equity T Acc performance (FUEQUI).
My reasoning in the first case is to see how well I am doing against the boarder index with dividends reinvested and secondly in the case of Fundsmith, to get a feel for how I am doing compared to the great man himself Terry Smith.
