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.
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.