TAM Ethical Portfolio 5 Year Performance
Cautious 35/65
Portfolio0.42%
Balanced 50/50
Portfolio4.17%
Growth 65/35
Portfolio6.23%
Adventurous 85/15
Portfolio10.03%
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 for the period 1st April 2015 to 31st March 2020. Past performance is not necessarily a guide to future returns. The value of investments and the income from it, 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 Portfolio 5 Year Performance
Cautious 35/65
Portfolio6.41%
Balanced 50/50
Portfolio8.38%
Growth 65/35
Portfolio1.04%
Adventurous 85/15
Portfolio-2.70%
Source: TAM Asset Management Ltd. Figures shown above are for TAM’s existing Focus portfolio range which will be mirrored by the Mainstream portfolios available through Greenfinch. Performance figures shown are for the period 1st April 2015 to 31st March 2020. Past performance is not necessarily a guide to future returns. The value of investments and the income from it, 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.