Socially Responsible

Past performance and Allocation

Use the tool to get a clear understanding of how we’ve helped other investors, and how our investments are allocated across countries and assets.

Risk level

Track record

Explore our track record for each of our 10 risk-based socially responsible portfolios and see how our results compare against our competitors.

The past performance shown represents a composite of asset-weighted average returns for Nutmeg client portfolios, net of all fees. A composite return represents the average return of all client accounts for a given risk level on a given day, weighted by assets. Past performance is not a reliable indicator of future performance.

*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.

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