Comparison Report
Example

Why not put us the test?

Proofs ‘int Pudding!

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 9.39% v James existing portfolio of 6.24%,  producing additional growth of 3.15%.

Order a report today and compare your existing portfolios v ours.

Portfolio comparison report – James Example

Published 01.05.2019

Additional Growth (annual)

+3.15%

Our portfolio (annual)

9.39%

Your portfolio (annual)

6.24%

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 (23.54%)
  • USA Equities (15.47%)
  • Emerg Markets (11.03%)
  • Global Fixed Int (8.30%)
  • Money Market (8.64%)
  • UK Fixed Interest (7.44%)
  • Japan Equities (7.29%)
  • Others (6.73%)
  • Europe Equities (6.53%)
  • Property (4.80%)
  • UK (31.61%)
  • North America (22.54%)
  • Europe ex UK (10.19%)
  • Pacific Basin (9.54%)
  • Money Market (8.65%)
  • Japan (7.34%)
  • Other (4.33%)
  • Asia Pacific (3.82%)
  • Americas (1.98%)

Your Portfolio

  • UK Equities (28.14%)
  • Global Fixed Int (13.18%)
  • USA Equities (12.70%)
  • Others (8.37%)
  • Emerg Markets (8.07%)
  • Japan Equities (6.75%)
  • Money Market (6.32%)
  • Europe Equities (6.04%)
  • UK Fixed Interest (5.70%)
  • Property (4.75%)
  • UK (33.76%)
  • North America (18.16%)
  • Pacific Basin (10.64%)
  • Europe ex UK (10.61%)
  • Undisclosed (8.00%)
  • Japan (7.21%)
  • Money Market (5.70%)
  • Other (2.80%)
  • Americas (1.97%)
  • South Africa (1.17%)

Call us on 0344 858 0581

6B Josephs Well, Hanover Walk, Leeds, LS3 1AB     |     simon.dixon@cityhouseinvestors.co.uk