Discretionary Management Service – June 2017 Portfolio Performance

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Presentation transcript:

Discretionary Management Service – June 2017 Portfolio Performance Your financial affairs in a safe pair of hands The Offering The NLPFM Discretionary Management Service offers a number of different portfolios to clients. The needs of each client are considered independently and different portfolios are selected based on suitability and approach to risk after a discussion directly with the client. The philosophy of NLPFM is that irrespective of which standard portfolio or specially tailored portfolio is used, clients can be assured that their money is looked after with their interests at heart. The Month in Review June was a mixed month for risk assets with some indices continuing to rally whilst others had a pause for breath following a very strong run. The UK was the worst performing market as volatility returned following the precarious result of the election. Europe and the US also struggled whilst Asia continued to perform well. All Bond indices had a poor month with UK Government Bonds faring especially poorly. Property once again delivered a small positive return to our portfolios whilst our combined Alternative holdings were a slight negative. The MSCI UK Index ended the month down -2.54% whilst the AFI Index was down -0.83%. Our portfolios protected fairly well in this environment and we continue to deliver superior risk adjusted returns. Performance & Volatility (%) Inception Date 1 Month Returns YTD Returns 1 Year Returns 3 Years Returns 5 Years Returns Volatility Since January 2013 Returns since January 2008 Volatility Since January 2008 NLPFM Defensive Jan 2013 -0.43 4.25 9.35 23.17 N/A 4.03 NLPFM Cautious Jan 2008 -0.58 4.87 12.45 26.71 52.29 4.89 74.57 7.36 NLPFM Balanced -0.72 5.43 14.32 30.05 56.67 5.51 77.20 8.04 NLPFM Progressive -0.84 6.09 16.34 33.51 61.72 6.14 86.80 8.85 NLPFM Adventurous -0.99 6.85 19.38 36.41 7.49 MSCI UK Index -2.54 4.63 16.66 20.28 56.16 10.64 60.72 14.38 AFI Balanced Index -0.83 6.23 16.30 26.44 53.51 6.45 65.09 10.16 NLP Financial Management Ltd 2nd Floor, Charles House 108-110 Finchley Road London NW3 5JJ www.nlpfm.co.uk Tel 020 7472 5554 NLP Financial Management Limited does not accept liability for any errors or inaccuracies that may have occurred in the collection and recording of this data and will provide extra detail on data or graphs used in this note upon request. The 2008 performance figures are based on asset allocation decisions recorded by the NLP Financial Management Investment Panel. The above figures are indicative of the returns for the portfolios on a particular day, however not all portfolios are valued on the same day and variations may occur. Past performance is not a guide to the future. NLP Financial Management Limited is authorised and regulated by the Financial Conduct Authority.

Discretionary Management Service relative performance January 2008 to June 2017 The graphs below show the performance and volatility of our DMS portfolios against the MSCI UK Index and the AFI Balanced Index. This is a marketing communication, intended for information only and should not be construed as an invitation or offer to buy and sell any investment vehicle, instrument or service. This information is based on historic data collected by NLP Financial Management Limited using Financial Express Analytics and presented here in gross form before fees and taxes. The effect of these fees should be considered as they will create a drag on performance. Past performance is not a guide to the future. Changes in rates of exchange may also cause the value of investments to go up or down.