research document

RESEARCH DOCUMENT
Performance Review: Calculis Portfolio Service
5 January 2009 to 31 May 2016
Calculis:
Portfolio performance monthly review
PORTFOLIO*
DATE STARTED
YEAR TO DATE
TOTAL GROWTH
Conservative
6 Sep 10
-0.70%
26.3%
Cautious
5 Jan 09
-0.33%
83.36%
Balanced
5 Jan 09
-1.24%
88.44%
Growth
5 Jan 09
-2.73%
87.95%
Actual performance, net of all charges*
Industry average portfolio performance monthly review
1.78%
22.91%
1.25%
55.05%
0.72%
70.89%
0.00%
71.51%
(Data from FE Analytics. Figures represent total returns)
FTSE
2016 GROWTH
TOTAL GROWTH
FTSE 100
1.81%
79.37%
FTSE All Share
1.41%
95.25%
(Data from FE Analytics. Figures represent total returns)
Calculis Portfolios vs. Industry Averages
TOTAL GROWTH
100%
80%
60%
40%
20%
0%
Calculis
IMA
Conservative
Cautious
Balanced
Growth
Past performance is not necessarily an indicator of future performance and investment values can go down as well as up.