A Happy New Year to all of our clients. We hope 2025 brings you all that you wish for. Here’s how each of our managed portfolios performed against our industry benchmarks over the last 12 months. I’m happy to say we beat all of our industry benchmarks once again.
H.J.Scott & Co. Cautious Portfolio versus Benchmarks

Portfolio | 12 month Performance |
H.J.Scott & Co Cautious Portfolio | 7.98% |
ARC Sterling Cautious PCI TR | 4.37% |
IA Sector Mixed Investment 20-60% Shares | 7.81% |
“Very few clients are invested in our Cautious Portfolio. Trying to remain cautious in such a challenging investment environment, whilst giving a meaningful return over simply holding cash, remains a difficult proposition. I’m pleased to say we have beaten both our industry benchmarks (only just) and a cash only return too.”