Investment portfolio performance from GBIM
When selecting an investment manager, past performance can be an indicator of quality and professionalism. We have a proven track record, delivering above-average performance year-on-year.
One, three and five year performance to 30 December 2011
|
|
One year to Dec 11 |
Three years to Dec 11 |
Five years to Dec 11 |
|
GBIM Growth Clients |
-3.72% |
+39.32% |
+25.22% |
|
APCIMS Growth |
-2.32% |
+32.69% |
+10.79% |
|
GBIM Balanced Clients |
-2.84% |
+35.28% |
+20.83% |
|
APCIMS Balanced |
0.17% |
+31.43% |
+14.84% |
|
FTSE All-Share (UK) |
-3.46% |
+43.85% |
+6.15% |
|
FTSE A British Govt All Stocks |
15.57% |
+22.45% |
+45.42% |
This is based on those clients’ portfolios which are similar to the APCIMS indices.
Source: Performance data has been calculated in each case on a time-weighted total return basis with dividends reinvested and all costs deducted, from a sample of between 10 and 20 substantial portfolios that have been under GBIM’s full discretionary management for at least 60 months.
Risk Warning: You should remember that the value of investments and the income derived therefrom may fall as well as rise and you may not get back the amount that you invest. Past performance is not a guide to the future. The above performance data is internally calculated and is provided for information purposes only.