Portfolio Performances

Why use EB Wealth?

We run a number of centralised portfolios based on client needs, with the vast majority of our clients being invested in either our Moderate or Moderately Adventurous Growth portfolios. We use the IA Mixed investment 40-85% shares index to benchmark our Moderately Adventurous portfolios and have also shown the performance of our Moderate portfolios on the same graph - see below. We are also strong advocates of structured products and where appropriate, we often recommend these as additional investments sitting alongside our centralised portfolios. The bar chart below shows the average return achieved on our structured product recommendations on a discrete annualised basis.

Although we are proud of the performance of our model portfolio performance, you will see further down the page that, when coupled with structured products, our clients have so far benefitted from an excellent performance on their investments. However, past performance cannot be relied upon for future outcomes.

EBW Portfolios

Structured Products

Although structured products are not suitable for everyone, they are a powerful tool in building more stable overall portfolio performance. While they are fixed term products and cannot form part of our Centralised Investment Proposition (i.e., they are not included on the line graph above), many of our clients enjoy the benefits of having a proportion of their funds invested into structured products as per the graph below.

The graph below shows the aggregate return of our Moderate and Moderately adventurous portfolios assuming 25% invested in Structured Products.