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.
Core portfolios
Flying Colours investments comparative analysis.
5yrs to last month end - 31 October - 2024
Flying Colours: Core Defensive
9.46
IA Mixed Investment 0-35% Shares
6.98
Flying Colours: Core Conservative
17.01
IA Mixed Investment 20-60% Shares
14.88
Flying Colours: Core Balanced
23.53
50:50 IA Mixed Inv 20-60 & 40-85
20.70
Flying Colours Core Growth
29.01
IA Mixed Investment 40-85% Shares
26.75
Flying Colours: Core Growth Plus
30.95
50:50 IA Mixed Investment 40-85 & Flexible
28.13
Flying Colours: Core Aggressive
31.63
IA Flexible Investment
29.52
The Core portfolios have performed
2.10%-2.82% above benchmarks over a 5-year period
ESG portfolios
Flying Colours investments comparative analysis.
5yrs to last month end - 31 October -2024
Flying Colours: ESG Defensive
9.29
IA Mixed Investment 0-35% Shares
6.98
Flying Colours: ESG Conservative
17.65
IA Mixed Investment 20-60% Shares
14.88
Flying Colours: ESG Balanced
26.04
50:50 IA Mixed Inv 20-60 & 40-85
20.70
Flying Colours: ESG Growth
34.29
IA Mixed Investment 40-85% Shares
26.75
Flying Colours: ESG Growth Plus
30.68
50:50 IA Mixed Inv 40-85 & Flexible
28.13
Flying Colours: ESG Aggressive
40.21
IA Flexible Investment
29.52
The ESG portfolios have performed
2.30%-10.69% above benchmarks over a 5-year period
Interactive portfolio tool
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. Download the latest reports here:
Videos
Flying Colours Group CEO Guy Myles provides a monthly 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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