SJP Performance disclaimer
Past performance is not a reliable guide to future performance. The value of shares and the income from them can fall as well as rise and investors may get back less than they originally invested. The sterling value of overseas investments, and the income from them, is subject to foreign exchange fluctuations.
ARC Indices are published monthly by Asset Risk Consultants. They are an independent organisation who gather real portfolio data from over 100 subscribing Discretionary Fund Managers in the industry. The ARC indices are estimates within the latest calendar quarter which are finalised retrospectively when the quarterly data is received from subscribers. The estimates are updated on approximately the 6th working day of each month and will reflect the previous months data until that date.
ARC categories differ from St. James’s Place Investment Management risk categories and should therefore be used for guidance, in tandem with the other Indices to put the portfolio performance in perspective.
We have opted to include ARC as they are an industry standard peer comparator which allows us to measure our performance against other portfolio providers.
We include benchmark indices to provide a clear point of comparison for your portfolio’s performance. These indices represent the broader market or a specific asset class and help you see how your investments are doing relative to general market trends.
Whilst every effort is made to ensure that the schedules within this performance report contain a complete and accurate record of your holdings, we are unable to accept any liability for inaccuracy and omissions for holdings in your own name.
Any commissions, fees or other charges included within these performance figures have been previously agreed with you and notified to you on contract notes, our rate card, our terms of business or by invoice.
This performance report includes portfolio management fees but excludes adviser fees. Transactions are included as at the trade or transfer date.