Although past performance is not a guide to future performance the following graphs illustrate one of our main criteria for our portfolios under management; that is to outperform our benchmark namely the weighted sector average. This illustrates the returns of a sample of the portfolios recommended to our clients during the unprecedented market conditions of the financial crisis of 2008/9.
With the use of asset allocation models aligned to each client’s risk level and constant reviewing of our portfolios; formal reviews on a monthly basis instead of annually, we can achieve excellent levels of growth and income.
The Red line on the graph's shows our portfolio.
The Green line on the graph's shows the benchmark.
Medium Risk Pension Portfolio
High Risk Investment Portfolio
Henri James Wealth is a trading style of Henri James Wealth Limited, which is authorised and regulated by the Financial Conduct Authority.
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