Grown-Up Online Investment Management

The Figures Speak For Themselves

TAM Ethical Five Year Performance

TAM Ethical All Time Performance

Cautious 35/65

PORTFOLIO

Balanced 50/50

PORTFOLIO

Growth 65/35

PORTFOLIO

Adventurous 85/15

PORTFOLIO
41.25% 42.82% 58.40% 77.57%


Source: TAM Asset Management Ltd. The figures shown above are for TAM’s Ethical portfolio range which will be mirrored by the Ethical portfolios available through Greenfinch. Performance figures shown are from inception (Cautious on 01July 2013, Balanced on 01 January 2014, Growth on 01 April 2014 and Adventurous on 01 November 2013) to 30 June 2021. Past performance is not necessarily a guide to future returns. The value of investments and the income from them, may go down as well as up and may fall below the amount initially invested. This real cumulative achieved performance is net – ie. The numbers include the deduction of all fees.

TAM Mainstream Five Year Performance

TAM Mainstream All Time Performance

Cautious 35/65

PORTFOLIO

Balanced 50/50

PORTFOLIO

Growth 65/35

PORTFOLIO

Adventurous 85/15

PORTFOLIO

86.36%

103.03% 130.75% 138.56%

Source: TAM Asset Management Ltd. Figures shown above are for TAM’s existing Mainstream portfolio range which will be mirrored by the Mainstream portfolios available through Greenfinch. Performance figures shown are from inception (Cautious on 01 January 2008, Balanced on 01 July 2008, Growth on 01 October 2011, Adventurous on 01 January 2008) to 30 June 2021. Past performance is not necessarily a guide to future returns. The value of investments and the income from them, may go down as well as up and may fall below the amount initially invested. This real cumulative achieved performance is net – ie. The numbers include the deduction of all fees.