Portfolio Performance
As we provide a bespoke service and not a fund which is valued daily, it is difficult to provide you with performance figures. This is because each client may have a number of solutions, where we use the unique characteristics of each provider's platform to create the most cost effective solution for each client. For example, one client may have 70% in pensions and 30% in ISAs, but another client has 100% in ISAs.
We have 5 models available to match the main client attitude to risk types (the benchmark maximum equity exposure risk is shown in brackets):
Model |
Need |
Absolute (Cautious) |
Investing with low potential for losses (20% equity) |
Cautious managed (Cautious) |
Investing to outperform inflation (40% equity) |
Balanced managed (Balanced) |
Protecting gains when coming up to retirement (60% equity) |
Steady growth (Growth) |
Global exposure with some fixed income (80% equity) |
Cautious world growth (Growth) |
Diversified equity core plus exposure to world markets |
The growth models can be benchmarked against the Bank of England base rate or relative to the FTSE All-Share index. A portfolio benchmarked against the base rate will be constructed more defensively than one relatively to the FTSE.
The data has been collated from the past performance of a real portfolio on a fund supermarket and is net of all fund manager, IFA (0.5%) and platform charges. The records are held by UFA but have not been audited. The following chart is for illustrative purposes only and shows the 'Cautious World Growth ' model against the FTSE All-Share. To advance each year please click on the side arrow.
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Unbiased Financial Group LLP.
which is authorised and regulated by the Financial Conduct Authority no 726137. Terms and Conditions.
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