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PERFORMANCE

OUR PERFORMANCE

We started working together in 2006 and set up our first FCA authorised investment firm in January 2010. In August 2012 we started to plot our weekly investment performance across our five model portfolios. We can demonstrate that over this period (and much shorter time periods, as required) we have consistently out-performed the following benchmarks:

IMA BENCHMARKS

We have measured our risk-adjusted performance on a weekly basis since 2012. We have consistently beaten the relevant benchmarks.

CPI INDEX

We can provide performance data of each portfolio against the CPI index with a percentage increase to allow for the risk incurred. We offer a range of percentages ranging from plus 1% to plus 5% as we move up the risk scale. We have consistently outperformed across all five portfolios.

OTHER DFM PERFORMANCE INDICES

We can show our performance against leading performance indices for more than 250 Discretionary Managers. Our performance consistently outperforms (in some instances quite significantly) across varying time frames.

We will willingly share our performance statistics upon request with interested parties. We reserve the right to withhold such information if we deem it necessary to do so.

ENQUIRE ABOUT OUR PERFORMANCE STATISTICS