We recently celebrated the three year anniversary of our inhouse investment portfolios. These strategies, outlined below, form a major part of our clients’ financial plans and aim to preserve and grow their wealth in line with their tolerance for risk and overall objectives.
Since the inception of our portfolios, it has been an eventful three years in financial markets, with widely varying conditions throughout this period.
Immediately after their launch and during the last part of 2017 most asset classes performed well. However, 2018 began with two major market corrections and despite markets recovering slightly, nearly every major asset class ended the year in negative territory.
In contrast, 2019 was a good year despite the continuing fears around Brexit, the US China trade tensions and usual ups and downs of markets.
At the beginning of 2020 markets were on an upwards trajectory, but as the COVID-19 outbreak unfolded, we experienced one of the fastest and most aggressive bear markets in history.
Investing is never plain sailing and we expect many more years like those we have just experienced. In light of the investment environment, we are pleased with the resilience and performance of our portfolios. On their three-year anniversary we are particularly happy considering all portfolios sit in the top quartile (top 25%) when compared to competing portfolios in their sector.
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Risk Warning: Past performance is no guarantee of future results and the value of such investments and their strategies may fall as well as rise.
Performance Information: Performance is taken from FE Analytics as at 01/07/2020. It is based on the performance of the underlying holdings for each model portfolio and takes into account any asset allocation changes made during the period. Figures are calculated on a total return basis, net of any underlying fund fees. The performance does not allow for advice or platform charges.
Further Information: This document is for informational purposes only and should not be construed as advice nor an offer or inducement to undertake investment business. The information in this document is believed to be correct but cannot be guaranteed. No representation or warranty (express or otherwise) is given as to the accuracy or completeness of the information contained in this publication.