TAM Mainstream Portfolio 5 Year Performance
The below chart illustrates the portfolio manager’s long-term track record of managing clients’ wealth across various market cycles and conditions.
Cautious 35/65
Portfolio20.68%growth
Balanced 50/50
Portfolio36.79%growth
Growth 65/35
Portfolio40.90%growth
Adventurous 85/15
Portfolio50.58%growth
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 July 2013 to 30th June 2018. 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 world cumulative achieved performance is net – ie. The numbers include the deduction of all fees.
TAM Ethical Portfolio 5 Year Performance
Cautious 35/65
Portfolio22.56%growth
Balanced 50/50
Portfolio27.97%growth
Growth 65/35
Portfolio35.06%growth
Adventurous 85/15
Portfolio43.76%growth
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 July 2013 to 30th June 2018. TAM Ethical launched 1st October 2013 so the performance from 1st July 2013 to 30th September 2013 is proforma and calculated based on the assumption that the initial portfolio was held from held from 1st July 2013 following which a monthly rebalancing occurred up to 30th September 2013. 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 world cumulative achieved performance is net – ie. The numbers include the deduction of all fees.