Wealth Management Service


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 >>

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