Our returns

The returns shown here are regarded as simulated as they do not represent a single client account or an average of customer returns. The data is calculated using actual Nutmeg trading data from client accounts, using actual trades carried out at market prices, and is based on an account size of £25,000. The returns are calculated after fees, calculated as the weighted average rate paid by Nutmeg clients of 0.82% per year including VAT prior to 01/02/2016, 0.72% between 01/02/2016 and 01/02/2017 and 0.64% thereafter. Dividends have been included on an accrual basis. Source of price data: Bloomberg, Macrobond AB.

Average competitor returns

This data is based on monthly results published by Asset Risk Consultants (ARC). ARC compute the average returns from discretionary investment managers based on risk profile, after fees. These include results from firms such as Barclays Wealth & Investment Management, Coutts & Co, JP Morgan Private Bank, UBS, Rathbones, Rothschild Wealth Management, and others. For example, the Sterling Balanced Asset Private Client Index (PCI) is a group of portfolios managed with equity risk aimed at between 40%-60% of volatility of global stock markets. For Nutmeg risk levels 3-4 the Sterling Cautious index (0-40% Equity Risk) is used, for 5-6 the Sterling Balanced Asset index (40%-60% Equity Risk), for 7-8 the Sterling Steady Growth index (60%-80% Equity Risk), and for 9-10 the Sterling Equity Risk Index (80%-120% Equity Risk). ARC do not provide data for portfolios equivalent to Nutmeg risk levels 1–2. Source data: Macrobond AB.