KBWM Model Portfolios – investment performance report (to 31st December 2014)

RECENTLY UPDATED: to 31/12/2014

 

Please see below the updated performance figures for three of our risk-rated model portfolios. These model portfolios typically form the cornerstone of our clients’ investment portfolios.

 

We will continue to update this information on a half-yearly basis.

 

We compare performance against what we consider to be the leading industry benchmarks with comparable risk profiles.

 

If you would like to find out how your own investments have been doing by comparison, please don’t hesitate to get in touch for a no-obligation investment review.

 

 

	Since inception (annualised)*	2011	2012	2013	2014	Specific Benchmark
CONSERVATIVE RISK
Kennedy Black ‘Conservative’ Portfolio	+5.3%	+3.5%	+5.3%	+5.8%	+6.0%
Average multi-manager fund	+4.6%	+1.4%	+6.9%	+4.8%	+5.3%	IMA Mixed Investment 0%-35% Shares
Typical IFA portfolio	+5.7%	-1.2%	+9.4%	+9.8%	+5.0%	FE AFI Cautious Index
Average discretionary fund manager	+3.5%	-0.5%	+5.8%	+5.0%	+4.0%	ARC Sterling Cautious PCI
Top quartile discretionary fund manager	+4.7%	+1.3%	+6.5%	+6.4%	+4.7%	ARC Sterling Cautious PCI Top Quartile
MODERATE/BALANCED RISK
Kennedy Black ‘Moderate’ Portfolio	+6.6%	-2.5%	+9.3%	+13.5%	+6.2%
Average multi-manager fund	+5.8%	-5.5%	+10.2%	+14.8%	+5.0%	IMA Mixed Investment 40%-85% Shares
Typical IFA portfolio	+5.6%	-4.3%	+9.9%	+12.1%	+5.5%	FE AFI Balanced Index
Average discretionary fund manager	+4.5%	-2.9%	+7.7%	+9.2%	+4.5%	ARC Sterling Balanced PCI
Top quartile discretionary fund manager	+6.0%	-1.4%	+8.7%	+11.3%	+5.7%	ARC Sterling Balanced PCI Top Quartile
ADVENTUROUS RISK
Kennedy Black ‘Adventurous’ Portfolio	+7.2%	-7.9%	+12.0%	+20.3%	+5.7%
Average multi-manager fund	+4.9%	-8.6%	+10.3%	+14.7%	+4.9%	IMA Flexible Investment Index
Typical IFA portfolio	+4.8%	-10.3%	+11.4%	+15.4%	+4.5%	FE AFI Aggressive Index
Average discretionary fund manager	+5.8%	-5.9%	+10.1%	+16.1%	+4.1%	ARC Sterling Equity Risk PCI
Top quartile discretionary fund manager	+7.4%	-4.0%	+11.2%	+18.1%	+5.7%	ARC Sterling Equity Risk PCI Top Quartile
OTHER
FTSE 100 Total Return Index	+6.5%	-2.2%	+10.0%	+18.7%	+0.7%
FTSE All-World Net Return Index GBP	+8.5%	-7.0%	+11.4%	+20.4%	+11.3%

 

Explanatory notes/sources:

IMA = Investment Management Association (Source: Morningstar);
FE AFI = Financial Express Adviser Fund Index (Source: Financial Express);
ARC PCI = Asset Risk Consultants Private Client Indices (Source: Asset Risk Consultants).

 

Disclaimer:

The figures in the table refer to past performance, which is not a reliable indicator of future results.  The value of your investment and any income from it may go down as well as up.  You may not get back the original amount you invested.  Tax treatment is dependent upon individual circumstances and may be subject to change in the future.  The ‘Model Portfolio Benchmark Performance Comparison’ is not intended to be an offer to buy and sell, or a solicitation of an offer to buy or sell and products or invest in certain funds.  The figures shown are intended only to demonstrate performance history of the funds net of fund management fees and take no account of other product charges.  Fund performance is based upon the movement of daily fund prices.  These portfolios will only suit clients with a particular appetite for investment risk and capacity for loss.

* “Inception” refers to inception of KBWM Model Portfolios on 1st January 2011.