Three Year Performance Results

Three-Year Performance Results

Share this article on:

In the world of investing, a good performance track record is often a crucial measure used to judge your credibility as an investment service.

That’s why we’re excited to celebrate three years since we first started managing our customers’ money. This key milestone in Wealthify’s journey means we can now proudly present the all-important three-year performance results, across each of our five investment styles for our original investment plans.

We started managing customers’ money during arguably one of the most uncertain economic periods in recent UK history. Over this three year period, we’ve delivered positive performance for customers across all of our original investment styles, in the midst of issues like Brexit. This goes to show that focusing on the long-term and ignoring the noise is a sound investment strategy.

Performance breakdown
Our performance for each original investment style from March 2016 to March 2019, inclusive of all charges, including our maximum fee of 0.70%, is as follows:


Past performance is not a reliable indicator or future performance 

How we did it

Our dedicated investment team, armed with powerful quantitative and qualitative analytical tools, spend every day analysing the investment landscape, watching out for potential hazards and searching for opportunities to deliver the best possible returns for customers.

Over the past three years we’ve been active in our investment decisions and have never shied away from going against the herd. We prefer to focus on our own processes and research to drive what we think are the best decisions to generate long-term returns.
We’re naturally delighted with these results – and we hope you are too. Looking ahead, we’re optimistic for the state of the global economy in the near-term and will remain focused on the opportunities that the ever-changing markets will offer. 


Your investments can go down as well as up and you could get back less than you put in.

Investing is for everyone.
Including you.

Wealthify is the new way to invest your money.

Try it now With investing your capital is at risk
Try investing with Wealthify
Share this article on:

Wealthify Customer Reviews

4.34 Average

341 Reviews


Amazing customer service, had a few issues regarding withdrawals which were my fault. Highly recommend.

Posted 1 week ago


One of my work colleagues put me onto Wealthify. It is simple, easy to use and the communication about your portfolio and re balancing is excellent. I am hooked. I have set up a monthly DD and transfer spare cash no matter how small to build the portfolio. I am maxed on ISA contributions elsewhere so am using it just for supplemental trades.

Posted 2 weeks ago

Jonah C

I'm huge on personal finance, investing and saving. And, for me, Wealthify has allowed me to set up my investment fund, make use of my ISA allowance and make contributions / investments on auto-pilot. I knew that investing into Stocks, Shares, Bonds, Property and so on were all great, long term things to do, but Wealthify has made it easy and dummy-proof... I love it already!

Posted 1 month ago

Chris L

I have found it extremely easy to set up and monitor my ISA. There is plenty of information about stock movements being made on my behalf and it feels like a very personal service being offered by this young company.

Posted 1 month ago


Staff is very friendly and quick to respond to any questions that I had. Everything is extremely transparent with emails when they are making drastic changes in the investment plan and as for performance, they did really put my money to work hard with good investment choices and a truly diversified portfolio.

Posted 2 months ago


Lovely customer service, decent returns, easy account to open and close. Overall very satisfied!

Posted 2 months ago

Read more reviews at