Aim of Portfolio:
The portfolio looks to deliver a return of between 6% and 8% gross over the long term. This should, in a normalised environment, be above the higher rate of cash or inflation.
Portfolio Review:
Risk and benchmark performance of Portfolio:
Key points
- The portfolio holds a higher content of equities compared to the Cautious and Balanced Portfolios.
- Currently the portfolio holds approximately 24% in diversifying assets such as fixed interest, property, infrastructure and multi asset strategies, with the balance in equity funds. We believe this is the best way to provide potential upside growth as well as providing equal weight between risk and reward.
- The benchmark is based on a basket of index strategies.
- We consider the long term as 10 years plus.
- 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 1 January 2018. The chart shows the total return up to 31 March 2023.
| Total Return Since Launch | Annualised Return Since Launch | |
| Bespoke Moderately Adventurous Portfolio | 14.02% | 2.53% p.a. |
| LWM Benchmark | 22.90% | 4.01% p.a. |
| 2019 | 2020 | 2021 | 2022 | 2023 | Since Launch | |
| Bespoke Moderately Adventurous Portfolio | 19.63% | 14.81% | 8.67% | -18.41% | 1.02% | 2.53% p.a. |
| LWM Benchmark | 16.95% | 8.43% | 11.96% | -12.02% | 4.70% | 4.01% p.a. |
| 1 Year to 31/03/19 | 1 Year to 31/03/20 | 1 Year to 31/03/21 | 1 Year to 31/03/22 | 1 Year to 31/03/23 | |
| Bespoke Moderately Adventurous Portfolio | 4.54% | -12.35% | 45.00% | -2.35% | -9.74% |
| LWM Benchmark | 4.63% | -7.02% | 30.62% | 4.04% | -3.94% |
Volatility
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 2023):
Split by funds within the Portfolio (as at 1 July 2022):
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.