Three Year Performance Results

Three-Year Performance Results

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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.
 
Summary
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
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Wealthify Customer Reviews

4.33 Average

339 Reviews

Anxhelino

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 4 days ago

Giada

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

Posted 5 days ago

Jim Corley

Wealthify customer service is absolutely superb, it really cannot be faulted. I have had several queries which were answered, and where needed, actions taken within a few minutes of my call to them. 10/10. With regard to investment performance, overall it has been slightly above the performance of my other investment pots, despite me making my original deposits when global markets were significantly higher than they are now. If they can stay on course, 16% in a year, given all the fiscal uncertainty, is superb.

Posted 5 days ago

Hugo Scheiff

Wealthify has been a solid investment platform for me in the last year. Global markets have been a bit shaky but they have managed to keep some fairly consistent returns and stability for my portfolio. Above everything else though is the customer service. It is truly excellent and always done with a friendly attitude and every question I have had has been resolved straight away. Worth sticking with them for the customer service alone!

Posted 1 week ago

Anonymous

Wealthify have delivered excellent customer service for me when I needed some help transferring my general investment account to an ISA plan. I've also opened 2 Junior ISAs because I think its important to start investing for my children early. I really like the way their communications are really clear and informative. I've not had any problems as yet. I'm expecting my money to go down a bit as we are facing issues with uncertainty around Brexit etc... but investing is something I am hoping to do for a long time and I hope that this is something I will reap the benefits of especially for my children.

Posted 2 months ago

Anonymous

Excellent Service

Posted 2 months ago

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