Here’s a quick recap of our story so far.
Betafolio officially launched in 2020 offering the following suite of model portfolios:
Betafolio Classic: A range of globally diversified portfolios with exposure to key alternative beta factors such as the small and value premia. The portfolios range from 0% to 100% equity allocation, with an average OCF of 0.26%.
Betafolio ESG: Positioned to capture global market returns whilst placing emphasis on environmentally and socially responsible assets. The portfolios range from 0% to 100% equity allocation, with a typical OCF of 0.22%.
Betafolio Tracker: Positioned to capture market returns, this range of models tracks the global market cap weighted equity index alongside a well-diversified fixed income portfolio according to risk/return requirements. Typical OCF 0.14%.
Betafolio Bespoke: Ideal for firms operating in-house model portfolios looking to reduce administrative inefficiencies by using Betafolio’s discretionary management. This enables firms to retain their asset allocation policy whilst benefitting from Betafolio’s technology, governance, and oversight.
But rather than simply tell you about the longevity and reliability of our portfolios, we thought we’d let the numbers speak for themselves. Here’s a quick overview of the performance history of our portfolio models since 2016.
Classic
Tracker
ESG
Got a question about our portfolios, investment philosophy, or anything Betafolio-related? Get in touch.
©2021 Betafolio Limited. All rights reserved. Betafolio Limited is authorised and regulated by the Financial Conduct Authority. (FCA Reg No: 840807)
Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.
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