Investment Performance

All our Investment Managers meet OpenInvest’s high standards

The investment performance of each model portfolio is monitored by OpenInvest, which we regularly update in the table below.

You can be confident you’re in safe hands.

Each of the investment management firms on the OpenInvest platform is experienced, reputable, well-resourced, and widely considered to be world leading. That’s why we’ve chosen them to be on OpenInvest.

You can view a detailed profile of each Investment Manager here. The Insights offered by each Investment Manager will give you an idea of their approach to investing.

You should choose an Investment Manager that suits you only when you're ready.

Investment Manager 1 Month
(September 2021)
3 Months 6 Months 1 Year Since Inception
Defensive Income -1.02% 0.84% 3.77% 9.26% 5.21%
Sustainable Income -1.12% 1.20% 5.05% 13.08% 6.32%
Robust Growth -1.51% 1.55% 6.65% 18.05% 7.74%
Maximum Growth -1.72% 1.89% 7.96% 22.35% 8.48%
Defensive Income -1.57% 0.83% 4.43% 8.43% N/A
Sustainable Income -1.73% 1.34% 6.26% 13.85 N/A
Robust Growth -1.84% 1.80% 8.12% 19.70% N/A
Maximum Growth -1.89% 2.14% 9.57% 24.36% N/A
J.P. Morgan Asset Management          
Defensive Income N/A N/A N/A N/A N/A
Sustainable Income N/A N/A N/A N/A N/A
Robust Growth N/A N/A N/A N/A N/A
Maximum Growth N/A N/A N/A N/A N/A

Things You Should Know
The published performance figures are net of all fees.
Past performance is not a reliable indicator of future performance, and the above information is of a general nature only and should not be considered as personal financial advice that takes into account your individual objectives, needs or circumstances.

Model Portfolio Inception Dates
* Schroders 28 May 2019
* BlackRock 16 September 2020
* J.P. Morgan Asset Management 11 October 2021

Fee Calculator

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