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 - 30-April-2024

Flying Colours: Core Defensive

10.87

IA Mixed Investment 0-35% Shares

5.96

Flying Colours: Core Conservative

17.76

IA Mixed Investment 20-60% Shares

13.32

Flying Colours: Core Balanced

23.71

50:50 IA Mixed Inv 20-60 & 40-85

18.88

Flying Colours Core Growth

28.13

IA Mixed Investment 40-85% Shares

24.63

Flying Colours: Core Growth Plus

29.61

IA Mixed Investment 40-85 & Flexible

26.16

Flying Colours: Core Aggressive

30.14

IA Flexible Investment

27.71

The Core portfolios have performed

2.43%-4.91% above benchmarks over a 5-year period

ESG portfolios

Flying Colours investments comparative analysis.

5yrs to last month end - 30-April-2024

Flying Colours: ESG Defensive

10.60

IA Mixed Investment 0-35% Shares

5.96

Flying Colours: ESG Conservative

18.25

IA Mixed Investment 20-60% Shares

13.32

Flying Colours: ESG Balanced

26.07

50:50 IA Mixed Inv 20-60 & 40-85

18.88

Flying Colours: ESG Growth

33.41

IA Mixed Investment 40-85% Shares

24.63

Flying Colours: ESG Growth Plus

29.37

50:50 IA Mixed Inv 40-85 & Flexible

26.16

Flying Colours: ESG Aggressive

38.64

IA Flexible Investment

27.71

The ESG portfolios have performed

3.20%-10.93% 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:

Core

Defensive

Conservative

Balanced

Growth

Growth Plus

Aggressive

ESG

Defensive

Conservative

Balanced

Growth

Growth Plus

Aggressive

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:

February 2024

March 2024

April 2024 Awaiting file

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:

Quarter 3, 2023

Quarter 4, 2023

Quarter 1, 2024

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.

April 2024

March 2024

February 2024

If you’re interested in investing in any of our portfolios, please contact us.

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