This blog looks a bit long, can you cut to the chase because I’m busy?
During 2013:
- Cautious Portfolios grew by 7.65%
- Moderate Portfolios grew by 11.90%
- Aggressive Portfolios grew by 13.96%*
During 2012 & 2013 (2 years total)
- Cautious Portfolios grew by 14.19%
- Moderate Portfolios grew by 19.54%
- Aggressive Portfolios grew by 24.31%*
Assuming they have been invested with us over the whole period; These are the actual returns our discretionary investors have received after our fees, platform charges, fund fees and dealing charges have been paid. They are not to be confused with performance figures given by fund managers who do not include all costs and do not account for custody, settlement and advice costs.