Contact us if you would like further information about the information used, and assumptions made to create this graph.  It is important to understand that historical returns are an unreliable guide to future returns.

As a personalized discretionary investment management service (DIMS) provider, each SCL client account is managed to its own unique mandate with individualized portfolios that focus on absolute returns. Furthermore as SCL doesn't follow what may be considered a traditional asset allocation investment model returns may at times vary significantly from the market. This makes direct comparisons either between accounts or with the broader market inherently difficult however we have endeavored to represent in the chart below all client portfolios that are managed to similar mandates with a focus on growth and capital preservation in order to achieve superior risk adjusted returns. Please contact us if you would like further information about the information used, and assumptions made to create this graph.

 

 

  
The benchmarks shown above are provided for comparison purposes only. The Balanced Benchmark consisting of: 50% income assets (30% S&P/NZX Investment Grade Corporate Bond Index, 20% S&P/NZX Bank Bill 90-Day Index); 50% growth assets (30% MSCI World Index Gross, 5% S&P/ASX All Ordinaries Accumulation Index, 7.5% S&P/NZX 50 Index Gross, 7.5% S&P/NZX Real Estate Select Index Gross); and the Growth Benchmark consisting of: 30% income assets (20% S&P/NZX Investment Grade Corporate Bond Index, 10% S&P/NZX Bank Bill 90-Day Index); 70% growth assets (40% MSCI World Index Gross, 6% S&P/ASX All Ordinaries Accumulation Index, 12% S&P/NZX 50 Index Gross, 12% S&P/NZX Real Estate Select Index Gross).

Past performance information is given for illustrative purposes only and should not be relied upon as, and is not, an indication of future performance. This website was prepared in good faith and we accept no liability for any errors or omissions.

 

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437 Lake Road
Takapuna
Auckland
New Zealand