Performance

Constantly monitored

The performance of each model portfolio is monitored and assessed.
You can see how each is performing - and compare them against each other - in the performance table, below.

And remember, you can use our Fee Calculator to calculate the fee for each model portfolio on any investment amount.

Investment Manager 1 Month
(June 2021)
3 Months 6 Months 1 Year Since Inception ^
(Annualised)
Schroders          
Defensive Income 0.93% 2.90% 4.18% 9.63% 5.42%
Sustainable Income 1.18% 3.80% 5.92% 13.15% 6.50%
Robust Growth 1.52% 5.02% 8.48% 17.79% 7.91%
Maximum Growth 1.79% 5.96% 10.65% 21.66% 8.57%
           
SG Hiscock          
Defensive Income 0.90% 2.49% 3.80% 9.54% 4.81%
Sustainable Income 1.01% 4.10% 4.98% 12.47% 5.67%
Robust Growth 3.02% 7.38% 7.44% 21.20% 10.99%
Maximum Growth 3.26% 8.50% 9.56% 24.92% 15.18%
           
BlackRock          
Defensive Income 1.51% 3.57% 3.46% N/A N/A
Sustainable Income 1.92% 4.86% 6.27% N/A N/A
Robust Growth 2.37% 6.21% 9.23% N/A N/A
Maximum Growth 2.72% 7.28% 11.54% N/A N/A
           
InvestSense          
Defensive Income 0.67% 2.28% 2.90% 7.39% 3.84%
Sustainable Income 1.26% 3.66% 5.32% 13.73% 5.91%
Robust Growth 1.70% 4.37% 7.30% 17.89% 7.15%
Maximum Growth 2.04% 5.56% 8.73% 21.26% 8.39%

^ Model Portfolios from Schroders, SG Hiscock and InvestSense have an Inception date of 28 May 2019. BlackRock inception date 16 September 2020.
* not annualised as model portfolios have been in existence on OpenInvest for less than 1 year.


1. The published performance figures are net of all fees.
2. 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.

Fee Calculator

Our simple and easy to use Fee Calculator will give you a clear picture of how little it costs to get so much.

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