Five-year Performance
- The default view is the performance of each AIM BR service over the past five years.
- You can change the period from one year up to 10 years using the dropdown menu.
- Finally, you can also select an AIM BR service on the y-axis to reveal that individual service’s performance over its last 10 financial years.
- Please note that AIM BR portfolio services calculate their performance in different ways, which can make comparing their performance results difficult. Some AIM BR managers measure the performance of their portfolio service based on a sample portfolio: this sample portfolio may differ significantly to what individual investors are invested in, or be identical to what all investors are invested in if they are operating a model portfolio. Other methods include taking the average or the median performance of all portfolios in their service. Some AIM BR managers calculate the performance of their service net of fees, and others calculate the performance gross of fees.
- Any AIM BR services not included below have either not made their performance publicly available or requested not to be included.
Subscribers to our Panel Support Services can see the services’ names on the graph below, and can hover over the data on the chart to find out more about that particular service.
Please note: calculation is based on the average performance of all investors' portfolios within the service, net of all trading expenses, management fees, custodial fees, and withholding taxes, but excluding the effect of any adviser charges.
- The default view is the performance of each AIM BR service over the past five years.
- You can change the period from one year up to 10 years using the dropdown menu.
- Finally, you can also select an AIM BR service on the y-axis to reveal that individual service’s performance over its last 10 financial years.
- Please note that AIM BR portfolio services calculate their performance in different ways, which can make comparing their performance results difficult. Some AIM BR managers measure the performance of their portfolio service based on a sample portfolio: this sample portfolio may differ significantly to what individual investors are invested in, or be identical to what all investors are invested in if they are operating a model portfolio. Other methods include taking the average or the median performance of all portfolios in their service. Some AIM BR managers calculate the performance of their service net of fees, and others calculate the performance gross of fees.
- Any AIM BR services not included below have either not made their performance publicly available or requested not to be included.
Subscribers to our Panel Support Services can see the services’ names on the graph below, and can hover over the data on the chart to find out more about that particular service.
Please note: calculation is based on the average performance of all investors' portfolios within the service, net of all trading expenses, management fees, custodial fees, and withholding taxes, but excluding the effect of any adviser charges.
