How have your portfolios performed?

We have launched just recently in the UK and our portfolios have not been running for very long. We have been going for longer over in North America but those portfolios are designed for Canadian and U.S. investors and so their performance track records are not as relevant to you.

In the UK we are not allowed to show performance of the portfolios until we have a 12 month track record - stay tuned for this next summer!

That said, the passive funds we use to construct our portfolios have been in existence for some years. We will blend those together for you in line with the plan that has or will be shown to you when you have run through the questionnaire.



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