Investment performance boost
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 performance series are based on real performance figures provided by over 70 investment houses.
- They show how our portfolios have performed, like-for-like and inclusive of fees, against our peers and competitors.
- We are delighted to report that across the board our Cautious, Balanced and Adventurous portfolios (solid lines) have all outperformed their corresponding ARC benchmarks (dotted lines).
|Annual performance||Jul 17 – Jun 18||Jul 16 – Jun 17||Jul 15 – Jun 16||Jul 14 – Jun 15|
|Best Ideas Cautious||4.10%||7.78%||−0.29%||6.60%|
|Best Ideas Balanced||5.76%||12.45%||0.54%||5.81%|
|Best Ideas Adventurous||8.67%||17.36%||0.48%||7.29%|
|ARC Steady Growth||3.28%||14.40%||2.49%||5.24%|
Inception dates may vary: please see factsheets for full details.