Category: Quarterly Reviews

These quarterly investment reviews document to clients how markets have performed over the previous quarter. In addition to this commentary each client receives a personal valuation. Of course these valuations are relevant at the time, but after a period they will show that like all investors we got some things right but unfortunately we also got some things wrong. At H.J.Scott & Co we offer individually tailored investment advice. It is important you understand these blogs do not offer personal investment advice. Please read our Terms & Conditions and Privacy Policy
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December 2025 Performance Review

Happy New Year!

In all of the charts below, each of our managed portfolios are shown by the bold green line. Our peers performance is shown in blue and purple lines.

Performance is shown net of our fees, trading fees and Transact fees.

This quarterly review shows our performance versus our industry peer group across our portfolios for a rolling 3 year period.

Our Cautious Portfolio

Our Cautious Managed Portfolio unfortunately is not a fair comparison versus its peer group as care home fees of several thousand pounds are withdrawn each month for the client in question. This reducing balance has blunted the true performance somewhat.

Our Moderate Portfolio

Our Aggressive Portfolio

Our Very Aggressive Portfolio

Our Very Aggressive Portfolio lost a little ground versus our Aggressive Portfolio whilst we exited some speculative positions before we could buy some precious metals and miners.

Each of the charts above are actual client portfolios.

Continue reading “December 2025 Performance Review”
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September 2025 Performance review

We first began moving clients from Nucleus to Transact late 2021. This quarterly review shows our performance versus our industry peer group across our portfolios for a little over a 3 year period. 13 quarters so far.

In all of the charts below, each of our managed portfolios are shown by the bold green line. Our peers performance is shown in blue and purple lines.

Our Cautious Portfolio

Our Cautious Managed Portfolio unfortunately is not a fair comparison versus its peer group as care home fees of several thousand pounds are withdrawn each month for the client in question. This reducing balance has blunted the true performance somewhat.

Our Moderate Portfolio

Our Aggressive Portfolio

Our Very Aggressive Portfolio

Each of the charts above are actual client portfolios.

Our Very Aggressive Portfolio lost a little ground versus our Aggressive Portfolio whilst we exited some speculative positions before we could buy some precious metals and miners.

Commentary

We continue to out-perform our peer groups in all portfolios.

Continue reading “September 2025 Performance review”
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June 2025 Performance Review

We first began moving clients from Nucleus to Transact late 2021. So we can now show our performance versus our industry peer group across our portfolios for a full standard 3 year period.

In all of the charts below, each of our managed portfolios are shown by the bold green line. Our peers performance is shown in blue and purple lines.

Our Cautious Portfolio

Our Moderate Portfolio

Our Aggressive Portfolio

Our Very Aggressive Portfolio

Each of the charts above are actual client portfolios.

We continue to out-perform our peer groups in all portfolios. Our Cautious Managed Portfolio unfortunately is not a fair comparison versus its peer group as care home fees of several thousand pounds are withdrawn each month for the client in question. This reducing balance has blunted the true performance somewhat.

Charlie and I are happy with our achievements so far. The Transact platform has given us a huge investment universe of direct equities to choose from, with very reasonable custody, currency and trading costs.

The above performance is net of our fees, trading fees and Transact fees.

We remain dedicated to looking after your, and our, life savings.

If you have any questions don’t hesitate to ask. After all, unlike your friends and acquaintances, you can talk to the investment managers who look after your savings in person.

Obviously I have to say at this point………..Past performance isn’t necessarily a guide to the future.