Model portfolios: Benchmarking performance Pt 2

Key Points Funds industry misleads with its comparisons We’re using three separate measures so you can assess us It’s very early days but portfolios travelling well The funds management industry will tell you that portfolio performance is all about beating an index. Our volatility does not equate to lower risk, it does mean a restful night. Fine-tuning One of the key objectives of our model portfolios is to keep them simple and easy to follow. But there’s likely to be a trade-off between simplicity and performance. Someone willing to put in more time and effort may find they can...

The funds management industry will tell you that portfolio performance is all about beating an index. Our volatility does not equate to lower risk, it does mean a restful night.

One of the key objectives of our model portfolios is to keep them simple and easy to follow. But there’s likely to be a trade-off between simplicity and performance.

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