Tag: Wealth

Wealth Management | Online Investments

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.

Important information

Moneyfarm data

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
include
all dividends. (Data Source: Bloomberg/xignite)

Peer Comparison Data

Asset Risk Consultants ARC collects the monthly returns of a collection of discretionary investment
managers
including large Asset managers, private banks and Wealth Managers to create an index of the average
returns
for a given level of risk.

ARC benchmarks

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Financial Planning and Wealth Management

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Our Promise

Disclosure statement and acknowledgment: The statement is provided to you by (“Author”) who have entered into a referral agreement with Personal Capital Corporation (“PCC”), through which Author will be paid between $70 and $150 for each person who uses this webpage to register with Personal Capital and links at least $100,000 in investable assets to Personal Capital’s Free Financial Dashboard. Author is not affiliated with PCC and Author’s services consist solely of referrals of prospective clients. As a result of this arrangement Author may financially benefit from referring potential clients to Personal

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