Q: As the year starts it is time for retrospective. Could you compare and explain the performance difference between the three 5i's portfolios since inception? Should we expect the ranking performance to be in order growth/balance/income? Time period may be too short. Please give so e clues that would help me understand.
Thank you to the wonderful team.
Thank you to the wonderful team.
5i Research Answer:
Typically we would expect growth to be the highest return/risk model portfolio and income to be the lowest return/risk model portfolio, with balanced in the middle. This might not hold true every single year but this would be our default expectation/assumption over time. Each model does have different starting points as well, so there will be timing differences between the three.