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:
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 FTSE WMA Private Investor Indices (shortly to be replaced by MSCI WMA Private Investor Index Series following the WMA’s decision to change provider).
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 http://www.indices.batstrading.co.uk/bats-indices/)
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.