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% | |
| ARC Cautious | 0.97% | 6.53% | 1.26% | 3.63% | |
| Best Ideas Balanced | 5.76% | 12.45% | 0.54% | 5.81% | |
| ARC Balanced | 1.88% | 10.57% | 1.59% | 4.71% | |
| Best Ideas Adventurous | 8.67% | 17.36% | 0.48% | 7.29% | |
| ARC Steady Growth | 3.28% | 14.40% | 2.49% | 5.24% |
Model performance is shown in sterling, net of underlying fund charges and an EQ management fee of 0.59% (including VAT) per annum, but excludes platform and advice fees. Underlying fund charges may vary depending on platform. All income reinvested; actual returns may vary. ARC benchmark figures are based on participating investment managers’ actual performance data, net of fees, following the last quarter end. Data sources: EQ, Morningstar.
Inception dates may vary: please see factsheets for full details.
About the author: Sophie Kennedy (née Muller)
Sophie is responsible for the research agenda across EQ, leading a six-strong team that covers open and closed-ended funds, as well as tax-efficient investments including VCTs and EIS’. Sophie is a CFA charter holder.
Outside work, Sophie is a keen footballer, captaining Leyton Orient Ladies in the London & South East Womens Premier League. When not playing, Sophie is pitch side at the Emirates Stadium, watching her beloved Arsenal. Off season, her other passions include travelling, cricket and running, with two London Marathons under her belt.
