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Explore our track record
We're proud to have a full 5 year investment track record. We believe in transparency, through the ups and downs of the market.
Below is an example of our low, medium and high risk fully managed portfolios. This past performance is simulated, but it's calculated on actual Nutmeg trading data, using actual trades carried out at market prices.
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.
The annualised figure is the return since inception expressed as a compound annual rate. For example, a portfolio with an annualised return of 6% corresponds to an actual return of 19.1% over three years (rather than 18% as you might expect) due to the effect of compounding.
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, 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 risk aimed at around 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.
You can see an online, jargon-free overview of your investments whenever you like, so you’ll always know exactly how they’re performing and how much you’re paying. Learn more about our fees
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With an ISA you don’t pay any Capital Gains Tax on returns from your annual £20,000 allowance, and Pensions are the most tax efficient way to save for your retirement. We also make it easy for you to transfer in old pensions and ISAs so you can have all your investments in one place.
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