Balance Wealth Core Portfolios. Performance data at your fingertips.

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More information

To understand more about why we invest in this way, please read our investment philosophy, or get in touch to ask your questions directly.

You can read about the volatility of this portfolio and its diversification, showing how the underlying investments are spread across the world.

Important notes

As with all investing, your capital is at risk. The value of your investment portfolio can go down as well as up. You may get back less than you originally invested.

While our portfolios are designed to track the investment markets as a benchmark, there will be differences between benchmark and actual portfolio returns.

Figures do not account for the impact of any product, platform or advice charges.

Figures provided are not a forecast of expected returns. It is not an indication of the maximum or minimum returns you could receive if you invest in our portfolios.