Our Portfolio For Experienced Investors
For investors who want a little more and have remained unfazed after previous dramatic investment market downturns.
| 2019 | 2020 | 2021 | 2022 | 2023 | YTD | |
| Aggressive Portfolio | 24.45% | -0.46% | 19.96% | -19.07% | 2.23% | 10.41% |
| FTSE 100 Total Return Index | 12.38% | -8.48% | 18.29% | 2.56% | 3.58% | 8.62% |
Chart Details
- If you hover your cursor on your computer, or touch your smart device screen over the “Double over 7.5 years” line on the chart, you can see that 100% invested became 203.01% on 01/03/2015, which was less than 7.5 years from commencement. Post Brexit, Covid & high interest rates the portfolio has slipped below target but continues to out-perform our Moderate Portfolio
- To remain on target, savings must double again to 400% by 01/07/2024. (100 x 2 = 200, 200 x 2 = 400).
- Growth to our Aggressive Managed Portfolio has now added 238% to the original capital invested.
- Every £100 invested originally is now worth £338.
Our Calculations
- The Managed Portfolio returns are net of all charges. It is the actual return received by clients.
- Any Index shown is a total return including dividends. It is a hypothetical return as it is not possible to invest directly in an index. A fair comparison would deduct both a fund charge and a platform charge which would cost upwards of 1/3rd of a percent (0.33%) per annum.
Risk Warnings
It’s important to remember;
- Past performance isn’t necessarily a guide to the future.
- The value of investments can go down as well as up.
Aggressive Portfolio Target
A typical Aggressive long-term (+7 years) asset allocation would invest close to 97% in equities with the remaining percentage being invested in cash. Above Moderate level investment risk.
The goal of this portfolio is to attempt to double your savings every 7.5 years.
A 9.6% per annum compound return is required to turn every original £100 into £200 over 7.5 years.
Now read on to see whether this portfolio could be suitable.