Aim of Portfolio:
The Portfolio looks to deliver above inflation return (capital growth) through a combination of fixed interest, equity and property investments, but with a higher weighting to equities.
Portfolio Review:
Risk and benchmark performance of Portfolio:
The Portfolio has a higher content of equity exposure compared to the Cautious and Balanced Portfolios. Currently the Portfolio holds approximately 14% in assets such as fixed interest and absolute return funds, with the balance in equity funds which can include property. We believe this is the best way to provide potential upside growth with a higher level of risk, however there is less protection against downside risk.
This is a Bespoke Portfolio, and although some of the holdings are similar to the Moderately Adventurous Portfolio the key difference is that this Portfolio doesn’t hold any Investment Trusts.
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Performance:
The Portfolio was launched on the 1 January 2018 and the total return up to 30 June 2021 is 38.23% against a benchmark return of 29.33%. A detailed breakdown of the performance is shown below.
Standardised Performance
Performance from 1 January 2018 to 31 March 2021. Source: Morningstar,on a bid to bid basis with net income reinvested.
You should note that past performance is not a reliable indicator of future returns and the value of your investments can fall as well as rise. The total return reflects performance without sales charges or the effects of taxation, but is adjusted to reflect all on-going fund expenses and assumes reinvestment of dividends and capital gains. If adjusted for sales charges and the effects of taxation, the performance quoted would be reduced.
Split by funds within the Portfolio (as at 1 July 2021):
Important notes
Factsheets
These factsheets are provided by third parties for information. LWM is not responsible for these factsheets, has not reviewed them, and accepts no liability in connection with your use of them or any of their content. These factsheets display the fund manager’s standard retail charges and please note that product charges and fees may replace the charges displayed.