Highest Risk...

(Bloody ell!)

Highest Risk...

The risk scale that we use to build our portfolios is made up of 10 profiles overall (risk profile 1 is 100% cash so we do not run an investment portfolio for this level of risk). This means that the Highest Risk portfolio is suitable for investors who have the highest attitude towards accepting risk.

This portfolio contains only higher-risk investments such as shares from outside the UK and no low-risk investments such as cash and bonds. Because of this, there is a possibility you may not get back as much money from your investments as you put in, particularly in the short term.

The combined ongoing charges figure (OCF) for the funds in this portfolio is 0.94% per annum.

Our returns

The returns shown here are regarded as simulated as they do not represent a single client account or an average of customer returns. The data is calculated using our model portfolios. The returns are calculated after City House Investors management fees of 0.5% per annum plus Vat. Returns also account for investment fund costs. Dividends have been included on an accrual basis. The charts show returns on a monthly basis. The Last 12 months performance calculated for 12 months to the end of the previous month, the all time performance is from inception on 01.01.2016 to the end of the previous month and the annual performance is based on calendar years. Source of price data: Financial Express

Benchmark returns

Our portfolios are benchmarked against one of the below fund sectors based on the risk profile of the portfolio:

  • UT Mixed Investment 0% – 35% Shares – Very Low Risk and Low Risk portfolios
  • UT Mixed Investment 20% – 60% Shares – Lowest Medium Risk and Low Medium Risk portfolios
  • UT Mixed Investment 40% – 85% Shares – High Medium Risk and Highest Medium Risk portfolios
  • UT Flexible Investment Risk Profiles – High Risk, Very High Risk and Highest Risk portfolios

These fund sectors are provided by the UK Investment Association (IA). IA compute the average returns from a composite of funds which comply with the sectors classification based on the type of asset, region or industry sector in which they invest. These include funds from firms such as Barclays, BlackRock, Fidelity, HSBC, JP Morgan, and others.

Percentage return of  Highest Risk portfolio Vs  benchmark
  • Asia Pacific Emerging Equities (62.62%)
  • Asia Pacific Equities (7.11%)
  • Other International Equities (6.95%)
  • UK Equities (4.42%)
  • American Emerging Equities (4.32%)
  • Money Market (4.10%)
  • Japanese Equities (2.86%)
  • Global Emerging Market Equities (2.72%)
  • European Emerging Equities (2.53%)
  • Other (2.35%)
  • Pacific Basin (52.43%)
  • Asia Pacific (16.25%)
  • North America (7.76%)
  • UK (4.42%)
  • Americas (4.32%)
  • Money Market (4.10%)
  • Europe ex UK (3.67%)
  • Japan (2.86%)
  • South Africa (2.02%)
  • Other (2.16%)

Fund
Allocation
UK Equity
3%
 Anthony Cross &  Julian Fosh – Liontrust Special Situations
3%
North American Equity
7%
 Aziz Hamzaogullari – Natixis Loomis Sayles U.S. Equity Leaders
7%
Asia Pacific Ex Japan Equity
27%
 Eric C. Moffett – T. Rowe Price Asian Opportunities Equity
5.4%
 Anthony Srom –  Fidelity Asia Pacific Opps
5.4%
 David Gait – Stewart Investors Asia Pacific Leaders
5.4%
 Teera Chanpongsang –  Fidelity Asia
5.4%
 Martin Lau &  Richard Jones– First State Asia Focus
5.4%
Emerging Market Equity
63%
 Gordon Fraser – BlackRock Emerging Markets
21%
 Nick Price – Fidelity Emerging Markets
21%
 David Gait – Stewart Investors Global Emerging Markets Sustainability
21%

Lowest Risk

Highest Risk

Call us on 0344 858 0581

Calm Waters, Shaw Lane, Beckwithshaw, Harrogate, North Yorkshire, HG3 1QZ     |     simon.dixon@cityhouseinvestors.co.uk