Page 33 - Investment Outlook

PORTFOLIO PERFORMANCE
Cumulative Portfolio Performance from 21st May 2020
Below are the past five year’s gross investment returns for each of our portfolios from 21st May 2020
Portfolio
Cautious
Conservative Alpha
Balanced Beta
Balanced Alpha
Speculative Beta
Speculative Alpha
6 months 1 year 2 years
-1.81% 1.36% 4.35% -1.32% 2.27% 5.27% -4.25% -0.06% 1.91% -1.47% 2.68% 5.00% -4.75% 0.29% 2.05% -2.21% 2.13% 4.95%
3 years 4 years
9.98% 23.52% 14.20% 29.51% 7.69% 28.94% 14.94% 39.44% 9.13% 36.52% 16.48% 46.20%
5 years
22.97% 30.78% 24.47% 37.57% 29.81% 40.32%
Discrete Portfolio Performance from 21st May 2020
Below are the gross investment returns for each of our portfolios for each 12 month period over the last five years from 21st May 2020
Portfolio
Cautious
Conservative Alpha
Balanced Beta
Balanced Alpha
Speculative Beta
Speculative Alpha
2020 2019 2018 2017 2016
0.66% 3.71% 5.27% 10.13% 0.90% 1.07% 4.07% 8.16% 11.49% 2.38% -1.24% 3.12% 5.63% 17.13% -2.24% 0.60% 4.11% 8.36% 18.98% 0.73% -1.67% 3.66% 6.30% 22.10% -3.41% -0.38% 5.13% 9.42% 22.92% -1.72%
The value of investments can fall as well as rise. Past performance is not a guide to future performance. Cumulative and discrete performance charts show % growth from 21st May 2020 calculated using bid prices with income reinvested into the fund net of tax.
Financial Advice & Wealth Management 32