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Netwealth Portfolio Performance – Our Four-Year Track Record

The seven sterling Netwealth portfolios celebrated their fourth anniversary on May 31st. Although the period since launch in 2016 has covered a number of episodes where markets have been challenged, 2020 has of course felt more difficult than most.

All our portfolios deliver targeted market exposure, so as capital markets struggled in the wake of the Covid-19 health crisis spreading internationally in February and March, our diversified portfolios were tested. Globally, despite ongoing health concerns, the financial response to the crisis from central banks and governments has been swift and sizeable enough to restore confidence in markets.

Portfolio returns have participated in this robust market rebound, such that returns for the past twelve month period are currently largely flat to positive. Pleasingly, during this volatile year the Netwealth performance has again been ahead of the peer group estimates as represented by the widely used Asset Risk Consultant Private Client Indices (ARC PCI), building on the strong performance delivered since inception.