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The following are the returns achieved for clients portfolios for 2013.
I have also included the historical portfolio returns for your interest:
2009 = 9.78% to 41.58%
2010 = 8.3% to 36.6%
2011 = -25.33% to 4.38%
2012 = 8.65% to 29.17%
2013 = -4.42% to 53.14%
The range in returns are due to the different risk profiles of each portfolio mandate. For more information on the range of portfolio mandates, click here.
You can read about our Approach to Portfolio & Risk Management here.
If you would like to learn more about our Independent Portfolio Management service, please feel free to contact me on the following details.
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