Speculative Portfolio

Portfolio Objective

The objective of this portfolio is to provide a broadly diversified efficient portfolio for different risk return profiles as defined by 70% allocation to equity exposure.

Portfolio Facts

Asset Class: Multi Asset
Base Currency: GBP
Components: Funds
Inception Date: 09-Sep-2013
Rebalance Frequency: Monthly
Risk Profile: Speculative
Return Objective: BOE Base Rate + 3.5%
Discretionary Investment Manager Fee: 0.25%
Blended Fund OCF*: 0.29%

Portfolio Performance

Cumulative Returns for £100 investment

Represents model portfolio performance from inception of the strategy. Past performance is not an indicator of future results: see notes.

Rolling Cumulative Total Return

Cumulative Return

BOE Base Rate + 3.5%

3 Months

1.38%

2.23%

1 Year

17.48%

9.12%

3 Years

4.87%

22.81%

5 Years

33.48%

32.37%

Since Inception

125.17%

68.90%

Discrete Annual Performance

Portfolio

BOE Base Rate + 3.5%

2015

5.16%

4.08%

2016

16.42%

3.96%

2017

9.98%

3.85%

2018

-5.50%

4.21%

2019

16.37%

4.34%

2020

12.82%

3.80%

2021

12.74%

3.67%

2022

-14.24%

5.06%

2023

10.21%

8.49%

2024

9.74%

6.95%