BettrInvest Portfolio v Stock Market, during coronavirus outbreak
With your quarterly Wrap statements due out shortly and with global stock markets having fallen sharply, I thought I’d give you some comparable figures for your BettrInvest Portfolio(s).
Naturally, these have been impacted by global stock market falls but reassuringly our ‘Two Pot’ investment strategy has worked well and returns are within our normal investment expectations
You will recall that we divide your money into two pots – one invested in Global Bonds and the other invested in Global Stock Markets.
Whilst stock markets throughout the world have (perhaps understandably) fallen sharply significantly the Bond pot has been much more resilient and held its value extremely well.
The table below provides a proxy* for the performance of each portfolio for the period of 1st January to 31st March. For context we have also included figures for the past 12 months.
*this is a proxy as it assumes that as at each start date each portfolio was exactly in line with its target asset mix. It is quoted net of the annual fund charge but does not include any Wrap charges or adviser fees.
This article contains the opinions of the author but not necessarily the Firm and does not represent a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed.
It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. It is the responsibility of any persons wishing to make a purchase to inform themselves of and observe all applicable laws and regulations.
Past performance is not indicative of future results and no representation is made that the stated results will be replicated. There is no guarantee strategies will be successful. Investments involve risks. The investment return and principal value of an investment may fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original value. Past performance is not a guarantee of future results. There is no guarantee strategies will be successful. Diversification neither assures a profit nor guarantees against loss in a declining market.
Errors and omissions excepted.