Updated July 2021
Detailed below is our model portfolio investment performance, which we use to create new client investments. At future reviews we compare your own funds to the current ideal model, to determine whether we recommend changes to your investments.
The data shown is the investment performance of our actual model portfolios. This gives an indication of the past performance of these strategies, but will vary for individuals based on their own circumstances, the timing of their investments, withdrawals, tax, charges, and other individual factors.
Take a look at our model portfolio investment performance data…
You can view the investment performance data in the table below.
About this investment performance data
The investment performance shown is prior to any investment charges, and tax, in Pounds Sterling, to 30th June 2021, and assumes that income is reinvested. These figures are not guaranteed to be repeated in any way, and capital invested can fall as well as rise. Past performance is not a prediction of future performance.
The below figures illustrate the growth you might have received, had you invested £300,000 in the above model portfolios 5 years prior to the date of the investment data.
- Cautious – £55,433
- Moderate – £117,419
- Adventurous – £189,761
* How these calculations work These results show the investment growth you might have received, had you invested £300,000 in the model portfolios 5 years prior to the date of the investment data, based on the actual returns delivered over that period. Please bear in mind that these figures are in no way guaranteed, but are designed to give you an understanding of the potential benefit of employing us as advisers.
The calculations assume that your investments grew by the published 5-year annualised return, based on the risk profile shown. In practice the returns of your portfolio will depend on the timing of your investment, the actual funds selected, and the tax position. Therefore, these figures cannot be guaranteed, and will prove to be different to the results shown. We have also assumed you will pay 1% charges for your investment wrapper and funds, plus our published advice fees. Again, the actual charges will depend on the solutions recommended to you. This shows the investment growth after all charges, but prior to tax and any withdrawals.
HOW DO WE MANAGE YOUR INVESTMENTS?
Read our Investment Philosophy guide
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