Wealth Management | Online Investments

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Key to the figures
Moneyfarm returns net of fees since inception (01/01/2016 to 31/12/2019)
vs. average peer group performance over the same time period.
These past performance figures are simulated. Past performance is no indicator of future

Important information

Moneyfarm data

The returns here are simulated using an assumed balance of £250,000, and the average management fee from our pricing model of 0.46{5667a53774e7bc9e4190cccc01624aae270829869c681dac1da167613dca7d05} from 01/01/2016 to 31/10/2017 and 0.55{5667a53774e7bc9e4190cccc01624aae270829869c681dac1da167613dca7d05} from 01/11/2017 to the 31/12/19. The
returns are net of underlying fund costs and market spread. The returns are the total returns, so
all dividends. (Data Source: Bloomberg/xignite)

Peer Comparison Data

Asset Risk Consultants ARC collects the monthly returns of a collection of discretionary investment
including large Asset managers, private banks and Wealth Managers to create an index of the average
for a given level of risk.

ARC benchmarks are as follows;

Private Client Index Relative Risk to World Equities
ARC Cautious PCI 0 – 40{5667a53774e7bc9e4190cccc01624aae270829869c681dac1da167613dca7d05}
ARC Balanced Asset PCI 40 – 60{5667a53774e7bc9e4190cccc01624aae270829869c681dac1da167613dca7d05}
ARC Steady Growth PCI 60 – 80{5667a53774e7bc9e4190cccc01624aae270829869c681dac1da167613dca7d05}
ARC Equity Risk PCI 80 – 110{5667a53774e7bc9e4190cccc01624aae270829869c681dac1da167613dca7d05}

Where the relative risk to World Equities means you are taking approximately that percentage of the risk
global stock markets.

Moneyfarm’s Risk level 2 is compared to the ARC Cautious Private Client Index (PCI), our risk levels 3
and 4
use the ARC Balanced Asset Private Client Index (PCI), levels 5 and 6 are both compared to ARC Steady
Private Client Index (PCI) and our risk level 7 is matched to ARC Equity Risk Private Client Index PCI

ARC compiles indexes using the average competitor returns, including Barclays Wealth, HSBC, Investec Wealth and Investment and Blackrock, as well as many others.

P7 Portfolio

Please note that ARC does not independently verify the performance of the Model submitted by Moneyfarm. The returns shown refer to simulated past performance of our model portfolios from 01/01/2016 to 31/12/2019, this portfolio only became available to clients on 16/05/2019. Past performance is not an indicator of future results.

P1 Portfolio

ARC does not produce an index that is a suitable comparison for P1, as it does not contain any equity. We
use monthly GBP Libor + 0.5{5667a53774e7bc9e4190cccc01624aae270829869c681dac1da167613dca7d05}, as this is a cash proxy, which Moneyfarm believes is a fair comparison.

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