A demonstrable history of generating significant risk-adjusted returns with modest levels of volatility
Performance
In order to provide a demonstrable record of our investment expertise, we launched a model portfolio on the 31st December 2003.
This portfolio acts as a blueprint for all client portfolios and is similar to one that we would construct for a medium risk investor residing in the United Kingdom, with a medium to long-term horizon and a tax neutral status. Please click Model Portfolio for further information.
To preserve our independent status the model portfolio, along with the performance is separately evaluated by Asset Risk Consultants, a leading independent performance assessment agency, who have awarded it their highest category for risk-adjusted returns.