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Performance Indicators/Comparison

When selecting an investment manager, past performance can be an indicator of quality and professionalism. We have a proven track record, delivering above-average performance year-on-year.

GBIM manage portfolios with a variety of mandates and objectives including but not restricted to:

  • Balanced – Balanced portfolios are diversified across a number of asset classes and aim to provide a market average of income whilst still achieving capital growth over the longer term.
  • Growth – Growth portfolios are diversified across a number of asset classes (although equities would dominate) and aim to achieve long term capital growth where income is of little importance but may be generated at certain stages of the investment cycle.
  • Income – Income portfolios invest in principally income-generating assets and aim to provide relatively high income but there is less scope for capital and income growth compared to Balanced and Growth portfolios.
  • Capital Preservation – Capital Preservation portfolios aim to maintain capital value over the medium term whilst producing a stable total return which is higher than cash.
  • Dividend Growth – Dividend Growth portfolios invest 100% in individual shares and equity funds to generate a market average initial yield and consistent and sustainable dividend growth in the future.

Alongside the core portfolios above, we also manage specialist and bespoke mandates as required. For more information on portfolio mandates including performance or to discuss your requirements please contact us


Every mandate has an independent benchmark which we compare portfolio performance against. Examples of current benchmarks we use include the Bats UK Index Series* and MSCI WMA Private Investor Series.

For specialist or bespoke mandates we will agree with you an appropriate benchmark at the outset. For more information on the benchmarks we use and the options available please contact us

*Bats are the largest pan-European stock exchange with coverage in 15 national markets. All of the Bats Indices are valued using the trading taking place on its exchange with the exception of the Bats UK Alternative 100 which uses NEX Exchange data. Based on data from LiquidMetrix the quality of the stock prices on Bats markets are better than or equal to the national market in the most active stocks most the of the time (reproduced from

Risk Warning: You should remember that the value of investments and the income derived therefrom may fall as well as rise and you may not get back the amount that you invest.


If you have any questions or require more information, please click the button below to send us a message via our contact form, or call one of our offices to speak to us.

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GBIM, Gore Browne and Gore Browne Investment Management are trading styles of GBIM Limited which is authorised and regulated by the Financial Conduct Authority (FCA number 593265) and is a limited company registered in England (07746731). Registered and Head Office at Chequers Court, 37 Brown Street, Salisbury, Wiltshire, SP1 2AS

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Harrogate Office: 01423 508040

Salisbury Office: 01722 424444

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© Copyright 2019 Gore Browne Investment Management, Salisbury, Wiltshire, SP1 2AS. All rights reserved.
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