MPS performance

Cazenove Capital
MPS Model
Jan-17 Feb-17 Mar-17 Apr-17 May-17 Jun-17 Jul-17 Aug-17 Sep-17 Oct-17 Nov-17 Dec-17 Jan-18 Cumulative return
  since launch*
Core Models
Cautious 0.3% 1.5% 0.4% 0.6% 1.3% -1.1% 0.5% 1.2% -0.9% 0.8% 0.0% 1.2% -0.4% 12.0%
Balanced 0.4% 1.8% 0.5% 0.3% 1.8% -1.1% 0.8% 1.5% -1.1% 1.5% -0.1% 1.5% -0.1% 16.8%
Growth 0.5% 2.2% 0.6% 0.0% 2.4% -1.2% 1.0% 1.5% -1.1% 1.9% -0.2% 1.9% -0.1% 21.7%
Aggressive 0.6% 2.4% 0.7% -0.2% 2.7% -1.3% 1.1% 1.6% -1.1% 2.1% -0.4% 1.9% 0.0% 24.6%
Equity Risk 0.8% 2.6% 0.7% -0.5% 2.9% -1.2% 1.1% 1.7% -1.2% 2.5% -0.4% 2.0% 0.2% 27.4%
Balanced Inc 0.2% 2.2% 0.5% 0.3% 1.8% -1.1% 0.7% 1.5% -1.0% 1.3% -0.1% 1.5% -0.4% 16.8%
Active/Passive Models
Cautious             0.4% 1.1% -0.7% 1.1% -0.4% 1.2% 0.0% 2.6%
Balanced             0.6% 1.4% -0.9% 1.7% -0.5% 1.4% 0.2% 3.9%
Growth             0.8% 1.6% -1.0% 2.2% -0.6% 1.7% 0.1% 4.8%
Aggressive             0.9% 1.7% -1.1% 2.4% -0.8% 2.0%  0.0% 5.3%
Equity Risk             1.1% 2.0% -1.3% 2.7% -0.7% 2.0%  0.2% 6.0%

*Cazenove Capital MPS launched on 1st July 2016. Cazenove Capital MPS Active/Passive Models launched on 1st July 2017. 
Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.

 

Contact Cazenove Capital

To discuss your DFM requirements, or to find out more about our services and how we can help you, please contact:

Nick Georgiadis

Nick Georgiadis

Head of DFM Team nick.georgiadis@cazenovecapital.com
Simon Cooper

Simon Cooper

Business Development Director simon.cooper@cazenovecapital.com