Since Inception Performance
Source: Netwealth, with data as of 31st December 2019. Portfolio returns are shown net of all charges associated with the underlying fund investments, and a Netwealth fee of 0.35% per annum which covers management, trading, custody and administration charges. Netwealth’s fees range from 0.65% – 0.35% pa depending on account size.
Past performance is not a reliable guide to future performance.
Source: Netwealth, with data as of 31st December 2019. Portfolio returns are shown net of all charges associated with the underlying fund investments, and a Netwealth fee of 0.35% per annum which covers management, trading, custody and administration charges. Netwealth’s fees range from 0.65% – 0.35% pa depending on account size.
Past performance is not a reliable guide to future performance.
Source: Netwealth, with data as of 31st Dec 2019. Returns shown net of fees in EUR.
Past performance is not a reliable guide to future performance.
Source: Netwealth, with data as of 31st Dec 2019. Returns shown net of fees in USD.
Past performance is not a reliable guide to future performance.
Source: Asset Risk Consultants and Netwealth, with data as of 31st Dec 2019. Returns shown net of fees in the currency labelled. ARC data contains estimates for Oct, Nov and Dec 2019.
N.B. there is no suitable peer group comparator for risk level 1 and 2, since they exhibit much lower risk than the lowest risk ARC PCI.
Past performance is not a reliable guide to future performance.
Market environment
Looking back at the return profiles in calendar year terms, portfolio performance has been determined by three distinct market environments.