Our three Balanced portfolios have a 50%, 60% and 70% equity allocation respectively. They are suitable for an investor with a low-to-medium risk tolerance. If you are relatively cautious with your capital but are willing to seek a return commensurate with reasonable risk, these portfolios are for you.
Below you can see how our 50% equity portfolio has performed over the past year. This portfolio has grown by 6.77% (net of fees) from when it was launched on 6th July 2017 to 31st March 2019.
|Period||Our Performance||Peer Group Performance||Difference|
|12 months to 31/03/19||4.81%||2.41%||1.62%|
To put these figures in context, it's useful to compare them against an industry benchmark. To do this, we've used the ARC Indices to illustrate the average performance of our peer group. Over 50 investment services in the UK contribute to the ARC, including Barclays, UBS, Charles Stanley & Rathbones, making it a great tool for analysing how similar offerings have performed.
The average fund fees for this portfolio are 0.18%.