Qi Portfolio Performance
We are true advocates of transparency in all areas of financial advice. As such, detailed below is performance data relating to our most popular and utilised Qi portfolios.
Please take the opportunity to review the range of Qi Portfolios and see how our quantitative methodology continues to perform for our clients.
We would be pleased to provide indicative performance for any of our Qi or other alternative portfolios upon request.
Performance figures include simulated past performance of the portfolio for the period until 20th March 2012.
The performance figures shown include costs and charges within the portfolio, but they do not include the effect of platform and ongoing adviser charges which are typically 0.2% p.a. and 0.8% p.a. The effect of these charges would be to reduce the performance by between 1.47% p.a. and 1.97% p.a. dependent on the portfolio invested in.