INVESTMENT PERFORMANCE
 

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, or by watching the video commentary.

investment performance data for our model portfolios

About this investment performance data

The investment performance shown is prior to any investment charges, in Pounds Sterling, to 30th June 2018. 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 Financial Express risk scores are a scale used to show the relative risk of our portfolios to the FTSE 100 index of UK shares over 3 years. Financial Express shows the UK stock market to be 100 on this scale, and shows the relative risks of the model portfolios compared to the UK stock market and each other.

POTENTIAL GROWTH

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 – £55,605
  • Moderate – £93,376
  • Adventurous – £118,592

* 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.

Welcome to our Prosper service.

Our goal is to help you achieve your full potential using our award winning financial planning and wealth management services.

We believe that everybody deserves to live a secure and fulfilled life and this belief is what our Prosper service was built around.

The service focusses on three main areas…

 

Independent Financial Advisers Colchester Essex - clarity

CLARITY

Our Prosper service is designed to help you gain complete clarity over your present and future financial positions. We use our planning software to show how different scenarios will affect your long-term security.

 

FOCUS

By developing a comprehensive Financial Plan, we enable you to take control of your finances and focus on getting you to your goals as quickly as possible.

 

FREEDOM

With a Financial Plan in place, you can sit back and relax, safe in the knowledge that your money is being looked after by regulated experts with a track record for growth and a genuine dedication to customer care.

 

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See what sets us apart from other independent financial advisers...

Dan Woodruff. Certified Financial Planner and Chartered Wealth Manager, Colchester, Essex

Unit 5, Park Lane Business Centre, Park Lane, Langham, Colchester, Essex CO4 5WR

A DIFFERENT APPROACH

We focus on so much more than just your financial planning. We aim to help you reach your full potential, achieve your goals and help you live the life of your dreams.

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