1. Discretionary Management Service – August 2017 Portfolio Performance
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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
August was a good month for risk assets in sterling terms, with the currency weakening over the period. Emerging Markets were a significant contributor to overall performance whilst US stock indices continued to rise to new heights. Our European and Global funds also had a strong month, with the UK adding a small positive. Bond indices had a good month, with government bonds rebounding from last months sell-off after fears of an impending rate hike were dampened by the Bank of England. Property once again delivered a small positive return to our portfolios along with our combined Alternative holdings The MSCI UK Index ended the month up 1.52% whilst the AFI Index was up 1.44%. Our portfolios were broadly in line with this 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
1.26
6.31
7.14
22.89
N/A
3.96
NLPFM Cautious
Jan 2008
1.31
9.65
26.45
51.44
4.81
78.34
7.30
NLPFM Balanced
1.39
7.88
10.99
29.85
56.02
5.42
81.31
7.97
NLPFM Progressive
1.41
8.75
12.48
33.41
61.23
6.04
91.47
8.77
NLPFM Adventurous
1.45
9.72
14.71
36.44
7.36
MSCI UK Index
1.52
13.93
20.95
55.15
10.45
64.91
14.26
AFI Balanced Index
1.44
8.85
11.68
27.32
52.76
6.34
69.16
10.08
NLP Financial Management Ltd
2nd Floor, Charles House
Finchley Road
London
NW3 5JJ
Tel
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 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.

2. Discretionary Management Service relative performance
January 2008 to August 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.