Achieving outstanding performance in the uncertain investment climate of the past few years is not easy. However, as you can see below we have managed to beat our peers in growing the assets that you have entrusted to us.
We benchmark our portfolios’ performance against Asset Risk Consultants’ Private Client Indices (ARC). These composite indices are based on real performance figures provided by over 70 investment houses for their discretionary private client portfolios. Across the board, our Positive Impact and Best Ideas portfolios (solid lines) have outperformed their corresponding benchmark (dotted line).