Quarterly investment update Autumn 2024.
Our portfolio's performance vs. peers.
Every year we take a look back and reflect how we did compared to a group of our peers. We want to ensure an above average return for our portfolios according to each risk profile.
So how did we do?
In our portfolio performance report we take a look from the period of 1 October 2020 to 30 September 2021. This report contains the performance of our traditional portfolios, and our Socially Responsible portfolios (SRI), for the past one, five and ten years.
The past year was a successful one for us compared to our peers. This was due to our portfolios overweighting small and value companies. The contribution from value shares made a substantial difference to the past year.
