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Investment performance

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.

Factsheets

Newest first

Date

Details

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1/12/2023
Rosecut GBP Growth - January 2023
1/12/2023
Rosecut GBP Balanced - January 2023
1/12/2023
Rosecut GBP Defensive - January 2023
1/12/2023
Rosecut USD Growth - January 2023
1/12/2023
Rosecut USD Balanced - January 2023
1/12/2023
Rosecut USD Defensive - January 2023

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