Comparison Report Example

At City House Investors we are proud of the historical performance of our investment portfolios.  With Alpha Rated Investment managers working on your behalf we are confident that you can expect higher returns for many years to come! In this example our portfolio grew in value at an annual rate of 7.85% v James existing portfolio of 5.27%,  producing additional growth of 2.58%.

But the Proofs ‘int Pudding,  so why not put us the test and order a report to compare your existing portfolios v ours? Click on the “Order Report” button.

 

Portfolio comparison report – James Example

Published 01.03.2019

Additional Growth (annual)

+2.58%

Our portfolio (annual)

7.85%

Your portfolio (annual)

5.27%

Percentage return of Low Medium Risk Alpha Manager portfolio since inception Vs Your existing portfolio
Alpha Manager Portfolio 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

Your existing portfolio returns

The returns shown here are based on the existing funds held within your portfolio, if these funds have changed over the comparison period these returns will be different to what has been shown in this comparison. The returns are calculated after an ongoing adviser fee of 0.5% per annum. 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

Our Portfolio

  • UK Equities (23.70%)
  • USA Equities (15.60%)
  • Emerg Markets (9.83%)
  • Money Market (9.58%)
  • Global Fixed Int (8.30%)
  • UK Fixed Interest (7.80%)
  • Others (7.98%)
  • Japan Equities (7.22%)
  • Europe Equities (6.28%)
  • Property (3.73%)
  • UK (33.94%)
  • North America (19.17%)
  • Europe ex UK (10.16%)
  • Money Market (9.98%)
  • Pacific Basin (8.22%)
  • Japan (7.24%)
  • Other (4.34%)
  • Asia Pacific (2.94%)
  • Not Specified (2.55%)
  • Americas (1.45%)

Your Portfolio

  • UK Equities (29.03%)
  • Global Fixed Int (13.11%)
  • USA Equities (12.45%)
  • Emerg Markets (8.00%)
  • Others (7.93%)
  • Japan Equities (6.94%)
  • Money Market (6.08%)
  • Europe Equities (5.91%)
  • UK Fixed Interest (5.70%)
  • Property (4.86%)
  • UK (34.43%)
  • North America (18.56%)
  • Europe ex UK (10.66%)
  • Pacific Basin (10.58%)
  • Undisclosed (8.00%)
  • Japan (7.29%)
  • Money Market (4.41%)
  • Other (3.18%)
  • Americas (1.78%)
  • Australasia (1.10%)