Sample returns

Please find a random sample of clients returns through our SMA retail investment options. The information is provided to show an assortment of average returns to investors. Every client is independently assessed and created a tailored investment portfolio dependent on your affinity to risk.

Past performance is not indictive of future performance.

5 years plus sample data
Average return 14.7%PA

Average return 24.4%PA

Average return 16.66%PA

Average return 24.4%PA

Average return 14.7%PA

5 years sample data
Average return 15.8%PA

Average return 17.3%PA

Average return 17.3%PA

Average return 17.9%PA

Average return 22.8%PA

3 years sample data
Average return 24.95%PA

Average return 24.8%PA

Average return 25.3%PA

Average return 26.2%PA

Average return 28.4%PA

1 year sample data
Sample 1

Sample 2

Sample 3

Sample 4

Sample 5