The performance shown is net of charges. Portfolios launched in 2017. Where the portfolios have limited history, simulated performance is used based on actual performance of underlying investments. Past performance is not an indication of future results. Source: FE Analytics for complete 12-month periods, as at 01/01/20.
Projected value: this is using the average annualised return of our portfolios from 01/01/15 – 01/01/20.
If markets perform better: this is using the average annualised return of our portfolios from 01/01/15- 01/01/20 plus 2% each year.
If markets perform worse: this is using the average annualised return of our portfolios from 01/01/15 – 01/01/20 minus 2% each year.
Whilst we have used our past performance data for the projections it is important to note that past performance is not necessarily how the portfolios will perform in the future.
The projected values show the possible future value of your Plan in different market conditions. These are only forecasts and not a reliable indicator of future performance. With investing, your capital is at risk and you could get back less than you put in. Learn more
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This portfolio is for those who want to take a small amount of risk to achieve their investment goals. Investments in this portfolio will primarily be made in assets that have a fixed return such as cash and bonds. The aim of using these assets in the portfolio is to provide security rather than maximising return, limiting the chance of any dramatic changes to the value of the portfolio in the short term. The remainder of the portfolio will be invested in a small proportion of growth assets like equities. This adds an element of risk to your investment but aims to provide some investment returns in the long term.
This portfolio is for those who are comfortable taking some risk to achieve their investment goals. Investments in this portfolio will be spread across growth assets, like equities and property, and more defensive assets such as cash and fixed interest. This approach aims to achieve a balance between security and return. Although the portfolio will be subject to some fluctuation, the balance of assets will assist in reducing this. Over the longer term this portfolio seeks to provide greater investment returns than our low risk portfolio.
This portfolio is for those who are comfortable taking a high level of risk to achieve their investment goals. Investments within this portfolio will be made primarily in growth assets such as equities, and will include exposure to more adventurous regions such as emerging markets. Given the nature of the investments, significant changes in value can be expected. These changes could be gains or losses and they could occur both over the short and long term. Over the long term, this portfolio aims to provide greater investment returns than our medium risk portfolio.
Security and protection
For your peace of mind
We're authorised and regulated by the Financial Conduct Authority (FCA)
Your money is protected by the Financial Services Compensation Scheme (FSCS) up to £85,000
evestor is a trading style of OpenMoney Adviser Services Ltd. OpenMoney Adviser Services Ltd is registered in England & Wales under Company Registration Number 09407280; its registered address is WeWork St. Peter’s Square, 1 St. Peter’s Square, Manchester, M2 3DE. OpenMoney Adviser Services Ltd is authorised and regulated by the Financial Conduct Authority. Our FCA number for evestor is 676331.
With any investment your capital is at risk, investments can go down as well as up