Moore Stephens Wealth Management design investment strategies according to the requirements of our clients. These can be bespoke, or can follow 1 of 5 risk-rated strategies that match a client’s measured risk profile. The table and chart below show the performance of each of our risk rated portfolios against its appropriate benchmark since the commencement of the service on the 1st June 2006. Please note the figures shown below are a guideline, but as portfolios are specific to each client, they may not be an exact representation of returns achieved and are shown gross of tax and charges.

You are advised that because investments can fall as well as rise, you may not get back the full amount invested. Past performance is not a guide to future performance.