Governed Range performance update

Read the latest performance update from our Governed Range

Governed Portfolios (GPs)

Over 12 months to the end of February 2019 the Governed Portfolios have delivered between 1.05% and 1.78%. These returns are above benchmark for all the portfolios with the exception of Governed Portfolios 4, 7 & 8.

Governed Portfolios 1, 4 & 7 have underperformed their benchmark over the 5-year period, with all of the remaining portfolios outperforming their benchmarks on an annualised return basis. All of the portfolios with the exception of Governed Portfolio 4 and Governed Portfolio 7 have outperformed their benchmark since launch.


Governed Retirement Income Portfolios (GRIPs)

Over 12 months to the end of February 2019 the GRIPs have delivered between 1.52% and 1.67%.  All five GRIPs have outperformed their benchmark over one, three and five years and since launch. GRIP4 and GRIP5 have returned over 10% above benchmark since launch.

You can view our monthly GP and GRIP performance and factsheets by visiting our Fund information page.

All figures are as at 28 February 2019. Source: Lipper as at 28.02.19, Royal London, as at 28.02.19. All performance figures, including the figures shown for the growth in the benchmarks, have been calculated net of the 1% annual management charge.

Remember, past performance is not a guide to the future. Prices can fall as well as rise meaning you may not get back the full amount of capital originally invested. Investment returns may fluctuate and are not guaranteed.

Governed Portfolios (GPs)

Over 12 months to the end of January 2019 the Governed Portfolios have delivered between -2.04% and 0.28%. These returns are slightly below benchmark for all the portfolios with the exception of Governed Portfolio 3 and are primarily driven by the equity market volatility across the globe, with both the FTSE 100 and S&P 500 falling approximately 10% over December during which period we were overweight in equities.

Governed Portfolio 7 has underperformed its benchmark over the 5-year period, with all of the remaining portfolios outperforming their benchmarks on an annualised return basis. All of the portfolios with the exception of Governed Portfolio 4 and Governed Portfolio 7 have outperformed their benchmark since launch.


Governed Retirement Income Portfolios (GRIPs)

Over 12 months to the end of January 2019 the GRIPs have delivered between -0.87% and 0.84%. All five GRIPs have outperformed their benchmark over one, three and five years and since launch. GRIP4 and GRIP5 have returned over 10% above benchmark since launch.

You can view our monthly GP and GRIP performance and factsheets by visiting our Fund information page.

All figures are as at 31 January 2019. Source: Lipper as at 31.01.19, Royal London, as at 31.01.19. All performance figures, including the figures shown for the growth in the benchmarks, have been calculated net of the 1% annual management charge.

Remember, past performance is not a guide to the future. Prices can fall as well as rise meaning you may not get back the full amount of capital originally invested. Investment returns may fluctuate and are not guaranteed.

Governed Portfolios (GPs)

Over 12 months to the end of December 2018 the Governed Portfolios have delivered between -1.74% and -6.06%. These returns are slightly below benchmark for all the portfolios with the exception of Governed Portfolio 3 and are primarily driven by the equity market volatility across the globe, with markets having their worst year since 2008’s financial crisis.

All of the portfolios with the exception of GP1, GP4, GP7 and GP8 have outperformed their benchmark since launch.


Governed Retirement Income Portfolios (GRIPs)

Over 12 months to the end of December 2018 the GRIPs have delivered between -1.63% and -4.17%. All five GRIPs have outperformed their benchmark over three and five years and since launch, with only GRIPs 4 and 5 underperforming over one year. GRIP4 has returned over 10% above benchmark since launch.

You can view our monthly GP and GRIP performance and factsheets by visiting our Fund information page.

All figures are as at 31 December 2018. Source: Lipper as at 31.12.18, Royal London, as at 31.12.18. All performance figures, including the figures shown for the growth in the benchmarks, have been calculated net of the 1% annual management charge.

Remember, past performance is not a guide to the future. Prices can fall as well as rise meaning you may not get back the full amount of capital originally invested. Investment returns may fluctuate and are not guaranteed

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Last updated: 27 Mar 2019

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