We prioritise consistent growth and capital preservation across all market conditions, rather than tracking standard market benchmarks. Our focus is to steadily increase your wealth while minimising risk, not just to outpace indices like the S&P 500. For example:

• In a strong market, your portfolio might grow more slowly but with less risk.
• In a downturn, we prioritise preserving your wealth, even if markets fall sharply.

This means your returns won’t always mirror the headlines, but they’ll align with your long-term goals. 

The graphs below show how our client portfolios with similar growth and preservation goals have performed over the past decade, balancing risk and returns. 

For over 30 years, Saxe Coburg has consistently protected client capital, often generating positive returns during challenging market conditions.
The chart below compares our clients’ average performance during major global equity declines (as measured by the MSCI World Index) over the past 20 years. The more traditional 60/40 Balanced Index benchmark is provided for comparison.

We take pride in building client portfolios that target competitive market returns while carefully managing risk.

This chart displays our clients’ asset-weighted returns since March 2014, benchmarked against relevant market indices. While every portfolio is personalised, to provide meaningful market performance comparisons, we’ve grouped them into Balanced Portfolios and Growth Portfolios. As you can see, our portfolios have delivered similar returns to equity markets with significantly less risk.

If you would like more details on how these tables were prepared or discuss our performance in more detail, please get in touch.

Please note 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 data was prepared in good faith, and we accept no liability for errors or omissions.