These model performance numbers are for illustrative purposes only, bespoke portfolios will be tailored to meet client specific objectives and constraints.
Past performance is not a guide to future performance. The value of investments and the
income derived from them may go down as well as up, so you could get back less than you originally
Model portfolio performance is shown in sterling, net of underlying fund charges and an annual management fee of 0.59%, with all income reinvested. Actual client returns and the levels of fees will vary. Annual management fees will vary depending on assets under management and the level of service. We use Asset Risk Consultants (ARC) to benchmark the performance of our portfolios; ARC benchmark figures are based on participating investment managers' actual performance data, net of fees, following the last quarter end. Data sources: EQ, Morningstar.