Wealth Management Service

08/01/2015

The performance graph below shows that 2014 was an overall pretty flat return for the FTSE All Share (including Dividends re-invested).

However, this doesn’t tell the full story with volatility increasing in the second half of the year, as demonstrated by the red line: 

 

 

In comparison, our ‘Balanced’ Wealth Management portfolio (the most popular version) blue line achieved it’s objective of reduced volatility whilst also producing a pleasing return of 5.5%.  

We would still expect the Balanced portfolio to under-perform the FTSE All Share Index over the long term due to the lower equity content, but the investment journey should be much less volatile.

The ‘Balanced’ portfolio is one of five risk graded investment solutions, that all out-performed the FTSE All Share last year.

If you would like more information regarding the Wealth Management Service, please contact us 

 

Written by Charles Browning | Associate Director

Charlie joined Mantle Financial Planning in 2000 following a number of years with the Prudential. Read more >>

Posts by (7)

Leave a Reply

Your email address will not be published. Required fields are marked *

Contact the Team

Call 020 8394 0954    Email

Where We Are

Stoneleigh Office: 77-79 Stoneleigh Broadway, Epsom, Surrey KT17 2HP

Whitton Office: 115b, High Street, Whitton, Twickenham TW2 7LG

Opening Hours

Mon - Fri  9am - 5.30pm