PFM Elite Portfolio 5 Year Performance

18.65% per annum

10.57% per annum

9.08% per annum

6.73% per annum

Elite Income
Elite Cautious
Elite Balanced
Elite Speculative
The source of data is from Financial Express, an independent global investment research company, on a bid to bid basis, with net income reinvested. The returns are net of all management fees. The above returns are actual historical performance results of our portfolios.

Past performance is no guarantee of future returns, unit prices and the income derived from them can go down as well as up, and you may not necessarily get back the amount you originally invested. These notes are based on Private Fund Management's understanding of UK law and Inland Revenue practice at the time of printing. Legislation regarding taxation may be subject to changes which cannot be foreseen.
PFM Elite Portfolio Risk Profile
Elite Income
Low Risk - Income
Elite Cautious
Low Risk
Elite Balanced
Medium Risk
Elite Speculative
High Risk/Adventurous
  1. Elite Income Portfolio
    A low-risk portfolio designed for investors seeking a priority of income. Structured to preserve and enhance capital, invested in a range of fixed income securities, high-yield bonds, with equity exposure no more than 15%.
  2. Elite Cautious Portfolio
    A low-to-medium risk portfolio. Structured to provide capital protection plus growth over the medium-to-long term. Equity exposure is expected to be at most 55%.
  3. Elite Balanced Portfolio
    A medium risk portfolio to provide capital growth, whilst minimising equity market volatility. Investments will be equities, property, and fixed interest securities. Equity exposure will be no more than 75%.
  4. Elite Speculative Portfolio
    A high risk portfolio providing full diversified equity exposure with associated high levels of equity market risk. Equity exposure is expected to range between 85%-100%. The recommended investment time frame for this strategy is in excess of five years.
Equity Allocation Participation
Maximum
75%
Maximum
15%
Maximum
55%
Up to
100%
Elite Income
Elite Cautious
Elite Balanced
Elite Speculative