Monthly Performance

Our model portfolios to date

Open and honest Financial Advisors

The following charts are simulated based on the current constituent funds of the Model Portfolios and based on a bid to bid price basis and assumes income is reinvested. Source of data is the Morningstar Workstation system.  A deduction has been made against the figures for the platform costs and adviser’s ongoing service totalling 1.35%. The actual cost could be lower depending on the amount invested and the type of investment.  The benchmark used is the ‘average’ for the relevant Mixed Investment or Flexible Investment Sector.
Please note the value of investments can fall as well as rise and past performance is no indication of future results.

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3-year annualised performance to 01/05/2021

HARMONIC (GROWTH) MODEL PORTFOLIOS:

   

 

MELODIC (ETHICAL) MODEL PORTFOLIO’S:

PENTATONIC (INCOME) MODEL PORTFOLIO’S:

(second chart shows estimated gross income per annum)

 

BENCHMARK FOR LOSS DURING 2008

 

Personal Asset Management are Independent Financial Advisors with over 50 years combined experience.  We have clients throughout Torbay, Newton Abbot, Exeter and the South of England, with our office based in Kingskerswell.

Our services include investment advice, Inheritance Tax planning, pension advice and retirement planning, mortgages and equity release.