Key to the figures
Moneyfarm returns net of fees since inception (01/01/2016 to 31/12/2019)
vs. average peer group performance over the same time period.
These past performance figures are simulated. Past performance is no indicator of future
performance. Click here to read the full
The returns here are simulated using an assumed balance of £250,000, and the average management fee from our pricing model of 0.46% from 01/01/2016 to 31/10/2017 and 0.55% from 01/11/2017 to the 31/12/19. The
returns are net of underlying fund costs and market spread. The returns are the total returns, so
all dividends. (Data Source: Bloomberg/xignite)
Peer Comparison Data
Asset Risk Consultants ARC collects the monthly returns of a collection of discretionary investment
including large Asset managers, private banks and Wealth Managers to create an index of the average
for a given level of risk.