Performance

We know that clients typically assess a wealth manager on the quality of the advice, service levels and investment performance. Accordingly, we have invested significant resources to develop a robust investment process which has the potential to deliver consistent and competitive performance for the benefit of our clients.

We believe in full transparency and, as a result, we are proud to display the full performance history of all our managed portfolios since inception. Each of our discretionary portfolios aims to outperform the market after costs each calendar year, so each graph below shows both the portfolio performance and the relevant market benchmark. The benchmarking of portfolios allows clients to gauge the degree to which our investment decisions have added value to their investment performance.

Click on the cross or heading in the table to see a performance graph

Cautious Portfolio – Lower risk, targeting capital preservation against inflation over time
20170707 Cautious
Income Portfolio – Medium risk, targeting capital growth in excess of inflation over time with an annual income target of 3.5-4.0%
20170707 Income
Balanced Portfolio – Medium risk, targeting a balanced return between capital growth and income over time
20170707 Balanced
Ethical – Medium risk, targeting a balanced return between capital growth and income over time from a portfolio of ethical investments
20170707 Ethical
Growth – Above average risk, targeting higher levels of capital growth over time from a diversified portfolio
20170707 Growth
Adventurous – Higher risk, targeting high capital growth over time from a focused best ideas equity portfolio
20170707 Adventurous

Please note, past performance is no guarantee of future returns, your investment and any income may rise or fall and you could get back less than you invested. Nothing seen on this page constitutes investment advice. If you would like independent advice, please contact us. The charts show performance since inception and include fund costs, but exclude fees for custody and advice.

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