Performance and insights
Our portfolios have delivered consistent returns over the past five years, regularly outperforming our peers.
5-year performance data
The table below shows the comparative figures for a 5-year period to date between Flying Colours portfolios and the Investment Association (IA) benchmark. In each case, our portfolios have performed above the comparable indices.
Portfolios
Flying Colours investments comparative analysis.
5yrs to last month end - 31 August 2026
Flying Colours: Defensive
16.31
IA Mixed Investment 0-35% Shares
11.16
Flying Colours: Conservative
27.89
IA Mixed Investment 20-60% Shares
21.03
Flying Colours: Balanced
36.64
50:50 IA Mixed Inv 20-60 & 40-85
25.80
Flying Colours: Growth
44.75
IA Mixed Investment 40-85% Shares
30.68
Flying Colours: Growth Plus
49.19
50:50 IA Mixed Investment 40-85 & Flexible
31.41
Flying Colours: Aggressive
52.75
IA Flexible Investment
32.15
The portfolios have performed
5.15% - 20.60% above benchmarks over a 5-year period
Latest factsheets
Factsheets for each of our portfolios are available here. They detail what funds make up each portfolio and how the portfolio has performed in the last month. The most recent factsheets are available here:
Market commentary
Our Investment Team publishes a monthly analysis of the bond and equity markets and includes a summary of economic data being released, global market news, commodities, and market performance by index returns. Download the latest commentaries here:
Quarterly investment reports
For our investors, we circulate a quarterly review of how their portfolios have performed, along with insightful analysis of global economic events which can impact on investment performance. Access the latest report here.
Videos
The Flying Colours Investment Team provide a regular commentary on markets, investment portfolios and global economics. Watch the latest ones here or visit our YouTube channel.
If you’re interested in investing in any of our portfolios, please contact us.
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