We run a number of model portfolios across different risk levels.
We track the performance against a commonly used industry benchmark, compiled by an independent third party, that aims to basically measure the performance of the average wealth manager portfolio. They are referred to as the ARC private client indices, and are split by risk level e.g. balanced, growth.
All numbers we quote are after fees.
Historic Rosecut performance
Past performance is no guide to future performance. All numbers above are sourced from Financial Express Analytics, and reflect the performance of Rosecut model portfolios.